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HWMZX vs JVMCX
HWMZX vs JVMCX Comparison
Open Charts HWMZX vs JVMCX
HWMZX vs JVMCX Comparison Chart in %
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HWMZX vs. JVMCX commentary
Aug 12, 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 Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. HWMZX (443M). HWMZX pays higher dividends than JVMCX: HWMZX (1.32) 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 : 38.35 vs. JVMCX (10.44). HWMZX return over 5 years is better than : 82.42 vs. JVMCX (10.21).
| 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 | 25.039 | 16.615 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 24.2B | 2% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 38.35 | 10.44 | 367% |
| Returns for 3 years | 47.69 | 18.72 | 255% |
| Returns for 5 years | 82.42 | 10.21 | 807% |
| Returns for 10 years | N/A | 48.36 | - |
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