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
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. LMCPX (1.16B). JVMRX pays higher dividends than LMCPX: JVMRX (0.74) 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 : 10.48 vs. JVMRX (7.10). JVMRX return over 5 years is better than : 17.50 vs. LMCPX (6.92).
| 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 | 16.715 | 10.528 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 1.16B | 2,055% |
| Annual Yield % from dividends | 0.74 | 0.24 | 306% |
| Returns for 1 year | 7.10 | 10.48 | 68% |
| Returns for 3 years | 25.23 | 24.34 | 104% |
| Returns for 5 years | 17.50 | 6.92 | 253% |
| Returns for 10 years | 61.26 | 39.70 | 154% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement