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
Sep 15, 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: 23.4B vs. LMCPX (1.15B). 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 : 8.25 vs. JVMIX (4.13). JVMIX return over 5 years is better than : 15.64 vs. LMCPX (6.63).
| 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 | 14.161 | 9.161 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.15B | 2,038% |
| Annual Yield % from dividends | 0.65 | 0.24 | 269% |
| Returns for 1 year | 4.13 | 8.25 | 50% |
| Returns for 3 years | 22.62 | 23.66 | 96% |
| Returns for 5 years | 15.64 | 6.63 | 236% |
| Returns for 10 years | 61.25 | 42.70 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers