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JVMIX vs LMCRX
JVMIX vs LMCRX Comparison
Open Charts JVMIX vs LMCRX
JVMIX vs LMCRX Comparison Chart in %
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JVMIX vs. LMCRX commentary
Aug 01, 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 LMCRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. LMCRX (1.16B). JVMIX pays higher dividends than LMCRX: JVMIX (0.68) vs LMCRX (0.18). JVMIX was incepted earlier than LMCRX: JVMIX (29 years) vs LMCRX (18 years). LMCRX (1.26) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. LMCRX (45.00). LMCRX has a lower initial minimum investment than JVMIX: LMCRX (0) vs JVMIX (250000). LMCRX annual gain was more profitable for investors over the last year : 12.86 vs. JVMIX (8.99). JVMIX return over 5 years is better than : 16.53 vs. LMCRX (8.92).
| JVMIX | LMCRX | JVMIX / LMCRX | |
| Total Expense Ratio | 0.85 | 1.26 | 67% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 14.998 | 9.309 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.16B | 2,052% |
| Annual Yield % from dividends | 0.68 | 0.18 | 380% |
| Returns for 1 year | 8.99 | 12.86 | 70% |
| Returns for 3 years | 19.64 | 20.11 | 98% |
| Returns for 5 years | 16.53 | 8.92 | 185% |
| Returns for 10 years | 62.19 | 42.54 | 146% |
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