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JVMIX vs LMCHX
JVMIX vs LMCHX Comparison
Open Charts JVMIX vs LMCHX
JVMIX vs LMCHX Comparison Chart in %
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JVMIX vs. LMCHX commentary
Jun 04, 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 JVMIX is a Buy and LMCHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. LMCHX (1.17B). JVMIX pays higher dividends than LMCHX: JVMIX (0.71) vs LMCHX (0.61). JVMIX was incepted earlier than LMCHX: JVMIX (29 years) vs LMCHX (11 years). JVMIX (0.86) is less costly to investors than LMCHX (0.68). JVMIX is a more actively managed with annual turnover of: 49.00 vs. LMCHX (45.00). LMCHX has a lower initial minimum investment than JVMIX: LMCHX (0) vs JVMIX (250000). LMCHX annual gain was more profitable for investors over the last year : 14.56 vs. JVMIX (7.06). LMCHX return over 5 years is better than : 9.69 vs. JVMIX (4.68).
| JVMIX | LMCHX | JVMIX / LMCHX | |
| Total Expense Ratio | 0.85 | 0.68 | 125% |
| Annual Report Gross Expense Ratio | 0.86 | 0.68 | 126% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 6.189 | 9.585 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.17B | 1,930% |
| Annual Yield % from dividends | 0.71 | 0.61 | 117% |
| Returns for 1 year | 7.06 | 14.56 | 48% |
| Returns for 3 years | 20.15 | 32.29 | 62% |
| Returns for 5 years | 4.68 | 9.69 | 48% |
| Returns for 10 years | 53.81 | 52.56 | 102% |
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