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JVMIX vs LMCTX
JVMIX vs LMCTX Comparison
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JVMIX vs LMCTX Comparison Chart in %
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JVMIX vs. LMCTX commentary
Aug 03, 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 LMCTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. LMCTX (1.17B). JVMIX pays higher dividends than LMCTX: JVMIX (0.66) vs LMCTX (0.63). JVMIX was incepted earlier than LMCTX: JVMIX (29 years) vs LMCTX (11 years). JVMIX (0.86) is less costly to investors than LMCTX (0.76). JVMIX is a more actively managed with annual turnover of: 48.00 vs. LMCTX (45.00). LMCTX has a lower initial minimum investment than JVMIX: LMCTX (0) vs JVMIX (250000). LMCTX annual gain was more profitable for investors over the last year : 15.08 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. LMCTX (12.95).
| JVMIX | LMCTX | JVMIX / LMCTX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 14.270 | 10.911 | 131% |
| 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 | 2,014% |
| Annual Yield % from dividends | 0.66 | 0.63 | 106% |
| Returns for 1 year | 8.75 | 15.08 | 58% |
| Returns for 3 years | 18.93 | 23.23 | 81% |
| Returns for 5 years | 15.79 | 12.95 | 122% |
| Returns for 10 years | 62.51 | 50.82 | 123% |
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