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JVMRX vs LMCPX
JVMRX vs LMCPX Comparison
Open Charts JVMRX vs LMCPX
JVMRX vs LMCPX Comparison Chart in %
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JVMRX vs. LMCPX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. LMCPX (1.21B). JVMRX pays higher dividends than LMCPX: JVMRX (0.75) vs LMCPX (0.24). 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 : 15.96 vs. JVMRX (10.76). JVMRX return over 5 years is better than : 18.97 vs. LMCPX (10.31).
| 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 | 18.390 | 13.602 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.21B | 2,020% |
| Annual Yield % from dividends | 0.75 | 0.24 | 312% |
| Returns for 1 year | 10.76 | 15.96 | 67% |
| Returns for 3 years | 27.51 | 27.75 | 99% |
| Returns for 5 years | 18.97 | 10.31 | 184% |
| Returns for 10 years | 66.90 | 45.73 | 146% |
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