Interact to see
Advertisement
Advertisement
JVMRX vs LMCPX
JVMRX vs LMCPX Comparison
Open Charts JVMRX vs LMCPX
JVMRX vs LMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. LMCPX commentary
Jul 06, 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 LMCPX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. LMCPX (1.19B). JVMRX pays higher dividends than LMCPX: JVMRX (0.78) vs LMCPX (0.23). JVMRX was incepted earlier than LMCPX: JVMRX (15 years) vs LMCPX (29 years). LMCPX (1.21) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCPX (45.00). LMCPX has a lower initial minimum investment than JVMRX: LMCPX (0) vs JVMRX (1000000). LMCPX annual gain was more profitable for investors over the last year : 12.88 vs. JVMRX (6.79). JVMRX return over 5 years is better than : 12.69 vs. LMCPX (10.96).
| JVMRX | LMCPX | JVMRX / LMCPX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.75 | 1.21 | 62% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 11.981 | 12.888 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.19B | 1,970% |
| Annual Yield % from dividends | 0.78 | 0.23 | 336% |
| Returns for 1 year | 6.79 | 12.88 | 53% |
| Returns for 3 years | 20.15 | 27.26 | 74% |
| Returns for 5 years | 12.69 | 10.96 | 116% |
| Returns for 10 years | 64.88 | 49.45 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers