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HWMZX vs JVMRX
HWMZX vs JVMRX Comparison
Open Charts HWMZX vs JVMRX
HWMZX vs JVMRX Comparison Chart in %
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HWMZX vs. JVMRX commentary
Jun 24, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. HWMZX (389M). HWMZX pays higher dividends than JVMRX: HWMZX (1.41) vs JVMRX (0.81). HWMZX was incepted earlier than JVMRX: HWMZX (7 years) vs JVMRX (15 years). HWMZX (0.88) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. HWMZX (31.00). HWMZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. HWMZX annual gain was more profitable for investors over the last year : 24.79 vs. JVMRX (7.59). HWMZX return over 5 years is better than : 58.03 vs. JVMRX (10.89).
| HWMZX | JVMRX | HWMZX / JVMRX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 0.88 | 0.75 | 117% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 11.138 | 9.250 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 22.9B | 2% |
| Annual Yield % from dividends | 1.41 | 0.81 | 174% |
| Returns for 1 year | 24.79 | 7.59 | 327% |
| Returns for 3 years | 51.15 | 22.28 | 230% |
| Returns for 5 years | 58.03 | 10.89 | 533% |
| Returns for 10 years | N/A | 65.64 | - |
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