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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
Jun 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 Buy and LMCTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. LMCTX (1.17B). JVMIX pays higher dividends than LMCTX: JVMIX (0.71) vs LMCTX (0.62). 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: 49.00 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 : 14.38 vs. JVMIX (7.06). LMCTX return over 5 years is better than : 8.90 vs. JVMIX (4.68).
| 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 | 6.189 | 9.558 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.17B | 1,930% |
| Annual Yield % from dividends | 0.71 | 0.62 | 115% |
| Returns for 1 year | 7.06 | 14.38 | 49% |
| Returns for 3 years | 20.15 | 31.69 | 64% |
| Returns for 5 years | 4.68 | 8.90 | 53% |
| Returns for 10 years | 53.81 | 50.64 | 106% |
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