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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
Jul 26, 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: 23.6B vs. LMCPX (1.17B). 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 : 10.36 vs. JVMRX (7.53). JVMRX return over 5 years is better than : 16.81 vs. LMCPX (11.56).
| 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 | 13.693 | 11.708 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.17B | 2,019% |
| Annual Yield % from dividends | 0.78 | 0.23 | 336% |
| Returns for 1 year | 7.53 | 10.36 | 73% |
| Returns for 3 years | 18.34 | 20.90 | 88% |
| Returns for 5 years | 16.81 | 11.56 | 145% |
| Returns for 10 years | 60.58 | 43.36 | 140% |
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