The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| 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 | 15.835 | 9.496 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.15B | 2,073% |
| Annual Yield % from dividends | 0.65 | 0.62 | 105% |
| Returns for 1 year | 7.86 | 10.71 | 73% |
| Returns for 3 years | 22.23 | 23.26 | 96% |
| Returns for 5 years | 16.21 | 9.70 | 167% |
| Returns for 10 years | 58.96 | 46.94 | 126% |