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JVMRX vs LMCHX
JVMRX vs LMCHX Comparison
Open Charts JVMRX vs LMCHX
JVMRX vs LMCHX Comparison Chart in %
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JVMRX vs. LMCHX commentary
Jul 24, 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 JVMRX is a Hold and LMCHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. LMCHX (1.17B). JVMRX pays higher dividends than LMCHX: JVMRX (0.78) vs LMCHX (0.59). JVMRX was incepted earlier than LMCHX: JVMRX (15 years) vs LMCHX (11 years). JVMRX (0.75) is less costly to investors than LMCHX (0.68). JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCHX (45.00). LMCHX has a lower initial minimum investment than JVMRX: LMCHX (0) vs JVMRX (1000000). LMCHX annual gain was more profitable for investors over the last year : 11.15 vs. JVMRX (5.33). LMCHX (15.91) and JVMRX (15.28) have equivalent 5 years return.
| JVMRX | LMCHX | JVMRX / LMCHX | |
| Total Expense Ratio | 0.74 | 0.68 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.68 | 110% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 12.200 | 11.988 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.17B | 1,993% |
| Annual Yield % from dividends | 0.78 | 0.59 | 131% |
| Returns for 1 year | 5.33 | 11.15 | 48% |
| Returns for 3 years | 16.96 | 23.96 | 71% |
| Returns for 5 years | 15.28 | 15.91 | 96% |
| Returns for 10 years | 59.71 | 52.88 | 113% |
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