Interact to see
Advertisement
Advertisement
HWMZX vs JVMCX
HWMZX vs JVMCX Comparison
Open Charts HWMZX vs JVMCX
HWMZX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HWMZX vs. JVMCX commentary
Jun 29, 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 HWMZX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. HWMZX (395M). HWMZX pays higher dividends than JVMCX: HWMZX (1.41) vs JVMCX (0.00). HWMZX was incepted earlier than JVMCX: HWMZX (7 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than HWMZX (0.88). JVMCX is a more actively managed with annual turnover of: 48.00 vs. HWMZX (31.00). JVMCX has a lower initial minimum investment than HWMZX: JVMCX (1000) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : 25.08 vs. JVMCX (6.34). HWMZX return over 5 years is better than : 59.87 vs. JVMCX (4.47).
| HWMZX | JVMCX | HWMZX / JVMCX | |
| Total Expense Ratio | 0.88 | 1.85 | 48% |
| Annual Report Gross Expense Ratio | 0.88 | 1.86 | 47% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 13.008 | 10.086 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 23.2B | 2% |
| Annual Yield % from dividends | 1.41 | 0.00 | - |
| Returns for 1 year | 25.08 | 6.34 | 395% |
| Returns for 3 years | 50.13 | 15.57 | 322% |
| Returns for 5 years | 59.87 | 4.47 | 1,340% |
| Returns for 10 years | N/A | 52.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers