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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
Sep 06, 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: 23.9B vs. LMCPX (1.16B). JVMIX pays higher dividends than LMCPX: JVMIX (0.65) 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 : 10.48 vs. JVMIX (6.99). JVMIX return over 5 years is better than : 17.02 vs. LMCPX (6.92).
| 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 | 16.636 | 10.528 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.16B | 2,055% |
| Annual Yield % from dividends | 0.65 | 0.24 | 269% |
| Returns for 1 year | 6.99 | 10.48 | 67% |
| Returns for 3 years | 24.85 | 24.34 | 102% |
| Returns for 5 years | 17.02 | 6.92 | 246% |
| Returns for 10 years | 60.13 | 39.70 | 151% |
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