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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
Jul 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. HWMZX (406M). HWMZX pays higher dividends than JVMRX: HWMZX (1.43) vs JVMRX (0.78). 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 : 22.69 vs. JVMRX (6.32). HWMZX return over 5 years is better than : 71.88 vs. JVMRX (14.37).
| 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 | 14.656 | 11.835 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 23.3B | 2% |
| Annual Yield % from dividends | 1.43 | 0.78 | 184% |
| Returns for 1 year | 22.69 | 6.32 | 359% |
| Returns for 3 years | 44.50 | 18.15 | 245% |
| Returns for 5 years | 71.88 | 14.37 | 500% |
| Returns for 10 years | N/A | 59.74 | - |
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