Interact to see
Advertisement
Advertisement
JVMIX vs LMCTX
JVMIX vs LMCTX Comparison
Open Charts JVMIX vs LMCTX
JVMIX vs LMCTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. LMCTX commentary
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. LMCTX (1.19B). JVMIX pays higher dividends than LMCTX: JVMIX (0.68) vs LMCTX (0.60). 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 : 13.77 vs. JVMIX (6.21). LMCTX return over 5 years is better than : 16.94 vs. JVMIX (13.89).
| 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 | 11.795 | 13.315 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.19B | 1,963% |
| Annual Yield % from dividends | 0.68 | 0.60 | 114% |
| Returns for 1 year | 6.21 | 13.77 | 45% |
| Returns for 3 years | 17.79 | 27.48 | 65% |
| Returns for 5 years | 13.89 | 16.94 | 82% |
| Returns for 10 years | 58.60 | 53.52 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers