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HWMZX vs JVMIX
HWMZX vs JVMIX Comparison
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HWMZX vs JVMIX Comparison Chart in %
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HWMZX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. HWMZX (395M). HWMZX pays higher dividends than JVMIX: HWMZX (1.41) vs JVMIX (0.71). 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 : 25.08 vs. JVMIX (8.03). HWMZX return over 5 years is better than : 59.87 vs. JVMIX (10.87).
| 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 | 13.008 | 10.630 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 23.2B | 2% |
| Annual Yield % from dividends | 1.41 | 0.71 | 199% |
| Returns for 1 year | 25.08 | 8.03 | 312% |
| Returns for 3 years | 50.13 | 20.76 | 241% |
| Returns for 5 years | 59.87 | 10.87 | 551% |
| Returns for 10 years | N/A | 68.34 | - |
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