The average market capitalization across the group is 12.48B. The market cap for tickers in the group ranges from 1.16B to 23.8B. JVMIX holds the highest valuation in this group at 23.8B. The lowest valued company is LMCYX at 1.16B.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 8%. LMCYX experienced the highest price growth at -1%, while JVMIX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

JVMIX vs. LMCYX commentary

Sep 04, 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.

Interact to see
Advertisement

FUNDAMENTALS

Fundamentals

JVMIX has more cash in the bank: 23.8B vs. LMCYX (1.16B). JVMIX (0.65) and LMCYX (0.63) have matching dividends . 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 : 11.66 vs. JVMIX (7.86). JVMIX return over 5 years is better than : 16.21 vs. LMCYX (9.11).

	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	15.835	10.213	155%
Front Load	N/A	N/A	-
Min. Initial Investment	250000	1000000	25%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	23.8B	1.16B	2,059%
Annual Yield % from dividends	0.65	0.63	104%
Returns for 1 year	7.86	11.66	67%
Returns for 3 years	22.23	23.58	94%
Returns for 5 years	16.21	9.11	178%
Returns for 10 years	58.96	46.22	128%

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
RIVIX	21.95	0.29	+1.34%
American Funds Intl Vntg R-3
MCSSX	38.70	0.34	+0.89%
NYLIM WMC Enduring Capital Inv Class
BTMPX	21.64	N/A	N/A
iShares MSCI EAFE Intl Idx Inv P
BSGIX	16.19	N/A	N/A
Baird Small/Mid Cap Growth Institutional
NWAPX	42.12	N/A	N/A
Nationwide BNY Mellon Dyn US Eq Inc Egl