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HWMZX vs JVMIX
HWMZX vs JVMIX Comparison
Open Charts HWMZX vs JVMIX
HWMZX vs JVMIX Comparison Chart in %
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HWMZX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. HWMZX (443M). HWMZX pays higher dividends than JVMIX: HWMZX (1.32) vs JVMIX (0.66). HWMZX was incepted earlier than JVMIX: HWMZX (7 years) vs JVMIX (29 years). HWMZX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. HWMZX (31.00). JVMIX has a lower initial minimum investment than HWMZX: JVMIX (250000) vs HWMZX (1000000). HWMZX annual gain was more profitable for investors over the last year : 38.35 vs. JVMIX (12.20). HWMZX return over 5 years is better than : 82.42 vs. JVMIX (16.92).
| HWMZX | JVMIX | HWMZX / JVMIX | |
| Total Expense Ratio | 0.88 | 0.85 | 104% |
| Annual Report Gross Expense Ratio | 0.88 | 0.86 | 102% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 25.039 | 17.328 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 24.2B | 2% |
| Annual Yield % from dividends | 1.32 | 0.66 | 199% |
| Returns for 1 year | 38.35 | 12.20 | 314% |
| Returns for 3 years | 47.69 | 24.08 | 198% |
| Returns for 5 years | 82.42 | 16.92 | 487% |
| Returns for 10 years | N/A | 63.88 | - |
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