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JVMIX vs LMCPX
JVMIX vs LMCPX Comparison
Open Charts JVMIX vs LMCPX
JVMIX vs LMCPX Comparison Chart in %
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JVMIX vs. LMCPX commentary
Aug 16, 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 Hold and LMCPX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. LMCPX (1.21B). JVMIX pays higher dividends than LMCPX: JVMIX (0.66) vs LMCPX (0.24). JVMIX was incepted earlier than LMCPX: JVMIX (29 years) vs LMCPX (29 years). LMCPX (1.21) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. LMCPX (45.00). LMCPX has a lower initial minimum investment than JVMIX: LMCPX (0) vs JVMIX (250000). LMCPX annual gain was more profitable for investors over the last year : 15.96 vs. JVMIX (10.65). JVMIX return over 5 years is better than : 18.48 vs. LMCPX (10.31).
| JVMIX | LMCPX | JVMIX / LMCPX | |
| Total Expense Ratio | 0.85 | 1.21 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.21 | 71% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 18.347 | 13.602 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.21B | 2,020% |
| Annual Yield % from dividends | 0.66 | 0.24 | 274% |
| Returns for 1 year | 10.65 | 15.96 | 67% |
| Returns for 3 years | 27.16 | 27.75 | 98% |
| Returns for 5 years | 18.48 | 10.31 | 179% |
| Returns for 10 years | 65.78 | 45.73 | 144% |
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