Interact to see
Advertisement
Advertisement
JVMIX vs LMCPX
JVMIX vs LMCPX Comparison
Open Charts JVMIX vs LMCPX
JVMIX vs LMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. LMCPX commentary
Jul 26, 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: 23.6B vs. LMCPX (1.17B). JVMIX pays higher dividends than LMCPX: JVMIX (0.68) vs LMCPX (0.23). 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 : 10.36 vs. JVMIX (7.39). JVMIX return over 5 years is better than : 16.34 vs. LMCPX (11.56).
| 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 | 13.615 | 11.708 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.17B | 2,019% |
| Annual Yield % from dividends | 0.68 | 0.23 | 295% |
| Returns for 1 year | 7.39 | 10.36 | 71% |
| Returns for 3 years | 17.94 | 20.90 | 86% |
| Returns for 5 years | 16.34 | 11.56 | 141% |
| Returns for 10 years | 59.39 | 43.36 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GDGIX | 34.89 | 0.10 | +0.29% |
| Sit Global Dividend Growth I | |||
| VSENX | 49.46 | -0.07 | -0.14% |
| JPMorgan Small Cap Equity R6 | |||
| NWCAX | 52.13 | -0.38 | -0.72% |
| Nuveen Winslow Large-Cap Growth ESG A | |||
| GINUX | 36.30 | -0.31 | -0.85% |
| Goldman Sachs Small Cap Gr Insghts R6 | |||
| VPKIX | 20.53 | -0.32 | -1.53% |
| Vanguard Pacific Stock Index Instl | |||