The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| JVMCX | LMCPX | JVMCX / LMCPX | |
| Total Expense Ratio | 1.85 | 1.21 | 153% |
| Annual Report Gross Expense Ratio | 1.86 | 1.21 | 154% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 15.872 | 10.528 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.16B | 2,055% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | 5.37 | 10.48 | 51% |
| Returns for 3 years | 19.49 | 24.34 | 80% |
| Returns for 5 years | 10.33 | 6.92 | 149% |
| Returns for 10 years | 45.03 | 39.70 | 113% |