Interact to see
Advertisement
Advertisement
JVMRX vs LMCHX
JVMRX vs LMCHX Comparison
Open Charts JVMRX vs LMCHX
JVMRX vs LMCHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. LMCHX 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 JVMRX is a Hold and LMCHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. LMCHX (1.2B). JVMRX pays higher dividends than LMCHX: JVMRX (0.75) vs LMCHX (0.62). 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 : 15.81 vs. JVMRX (10.82). JVMRX return over 5 years is better than : 18.31 vs. LMCHX (13.66).
| 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 | 17.735 | 12.967 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.2B | 2,028% |
| Annual Yield % from dividends | 0.75 | 0.62 | 122% |
| Returns for 1 year | 10.82 | 15.81 | 68% |
| Returns for 3 years | 24.80 | 28.04 | 88% |
| Returns for 5 years | 18.31 | 13.66 | 134% |
| Returns for 10 years | 65.49 | 52.72 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers