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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
Sep 02, 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: 23.8B vs. HWMZX (448M). HWMZX pays higher dividends than JVMRX: HWMZX (1.27) vs JVMRX (0.74). 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 : 30.76 vs. JVMRX (7.39). HWMZX return over 5 years is better than : 84.22 vs. JVMRX (16.07).
| 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 | 26.240 | 15.950 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 23.8B | 2% |
| Annual Yield % from dividends | 1.27 | 0.74 | 170% |
| Returns for 1 year | 30.76 | 7.39 | 416% |
| Returns for 3 years | 49.55 | 22.64 | 219% |
| Returns for 5 years | 84.22 | 16.07 | 524% |
| Returns for 10 years | N/A | 60.12 | - |
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