Interact to see
Advertisement
Advertisement
JVMIX vs LMCRX
JVMIX vs LMCRX Comparison
Open Charts JVMIX vs LMCRX
JVMIX vs LMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. LMCRX commentary
Jul 10, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. LMCRX (1.18B). 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 : 11.63 vs. JVMIX (4.92). JVMIX (11.27) and LMCRX (11.21) have equivalent 5 years return.
| 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 | 10.630 | 11.802 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.18B | 1,966% |
| Annual Yield % from dividends | 0.68 | 0.18 | 380% |
| Returns for 1 year | 4.92 | 11.63 | 42% |
| Returns for 3 years | 18.28 | 25.90 | 71% |
| Returns for 5 years | 11.27 | 11.21 | 101% |
| Returns for 10 years | 59.05 | 47.75 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement