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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
Jul 14, 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: 23.3B vs. HWMIX (406M). HWMIX pays higher dividends than JVMRX: HWMIX (1.25) vs JVMRX (0.78). HWMIX was incepted earlier than JVMRX: HWMIX (30 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 : 22.53 vs. JVMRX (6.32). HWMIX return over 5 years is better than : 71.02 vs. JVMRX (14.37).
| HWMIX | JVMRX | HWMIX / JVMRX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 14.587 | 11.835 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 23.3B | 2% |
| Annual Yield % from dividends | 1.25 | 0.78 | 161% |
| Returns for 1 year | 22.53 | 6.32 | 357% |
| Returns for 3 years | 43.97 | 18.15 | 242% |
| Returns for 5 years | 71.02 | 14.37 | 494% |
| Returns for 10 years | 131.80 | 59.74 | 221% |
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