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HWMIX vs JVMRX
HWMIX vs JVMRX Comparison
Open Charts HWMIX vs JVMRX
HWMIX vs JVMRX Comparison Chart in %
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HWMIX vs. JVMRX commentary
Jun 20, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HWMIX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HWMIX (389M). HWMIX pays higher dividends than JVMRX: HWMIX (1.23) vs JVMRX (0.81). HWMIX was incepted earlier than JVMRX: HWMIX (29 years) vs JVMRX (15 years). HWMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HWMIX (31.00). HWMIX has a lower initial minimum investment than JVMRX: HWMIX (250000) vs JVMRX (1000000). HWMIX annual gain was more profitable for investors over the last year : 24.27 vs. JVMRX (8.50). HWMIX return over 5 years is better than : 64.88 vs. JVMRX (14.18).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 11.124 | 8.922 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 22.9B | 2% |
| Annual Yield % from dividends | 1.23 | 0.81 | 152% |
| Returns for 1 year | 24.27 | 8.50 | 285% |
| Returns for 3 years | 40.70 | 17.35 | 235% |
| Returns for 5 years | 64.88 | 14.18 | 457% |
| Returns for 10 years | 125.94 | 60.22 | 209% |
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