Interact to see
Advertisement
Advertisement
JVMIX vs LMCYX
JVMIX vs LMCYX Comparison
Open Charts JVMIX vs LMCYX
JVMIX vs LMCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. LMCYX commentary
Aug 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 LMCYX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. LMCYX (1.2B). JVMIX pays higher dividends than LMCYX: JVMIX (0.66) vs LMCYX (0.63). JVMIX was incepted earlier than LMCYX: JVMIX (29 years) vs LMCYX (27 years). JVMIX (0.86) is less costly to investors than LMCYX (0.76). JVMIX is a more actively managed with annual turnover of: 48.00 vs. LMCYX (45.00). JVMIX has a lower initial minimum investment than LMCYX: JVMIX (250000) vs LMCYX (1000000). LMCYX annual gain was more profitable for investors over the last year : 15.21 vs. JVMIX (9.25). JVMIX return over 5 years is better than : 18.01 vs. LMCYX (13.72).
| JVMIX | LMCYX | JVMIX / LMCYX | |
| Total Expense Ratio | 0.85 | 0.76 | 112% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 17.874 | 13.788 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.2B | 2,028% |
| Annual Yield % from dividends | 0.66 | 0.63 | 106% |
| Returns for 1 year | 9.25 | 15.21 | 61% |
| Returns for 3 years | 24.75 | 28.39 | 87% |
| Returns for 5 years | 18.01 | 13.72 | 131% |
| Returns for 10 years | 63.69 | 51.46 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMDKX | 13.09 | 0.07 | +0.54% |
| American Funds U.S. Sm & Md Cp Eq R-5E | |||
| IRVAX | 32.26 | N/A | N/A |
| Voya Russell Large Cap Value Idx Port A | |||
| CIMDX | 17.54 | N/A | N/A |
| Clarkston Founders Institutional | |||
| FFANX | 15.08 | N/A | N/A |
| Fidelity Asset Manager 40% | |||
| VETAX | 52.52 | N/A | N/A |
| Victory Sycamore Established Value A | |||