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JVMRX vs LMCQX
JVMRX vs LMCQX Comparison
Open Charts JVMRX vs LMCQX
JVMRX vs LMCQX Comparison Chart in %
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JVMRX vs. LMCQX commentary
Aug 03, 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 LMCQX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. LMCQX (1.17B). JVMRX pays higher dividends than LMCQX: JVMRX (0.75) vs LMCQX (0.01). JVMRX was incepted earlier than LMCQX: JVMRX (15 years) vs LMCQX (18 years). LMCQX (1.36) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCQX (45.00). LMCQX has a lower initial minimum investment than JVMRX: LMCQX (0) vs JVMRX (1000000). LMCQX annual gain was more profitable for investors over the last year : 14.37 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. LMCQX (9.35).
| JVMRX | LMCQX | JVMRX / LMCQX | |
| Total Expense Ratio | 0.74 | 1.36 | 54% |
| Annual Report Gross Expense Ratio | 0.75 | 1.36 | 55% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 14.348 | 10.472 | 137% |
| 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 | 2,014% |
| Annual Yield % from dividends | 0.75 | 0.01 | 5,509% |
| Returns for 1 year | 8.86 | 14.37 | 62% |
| Returns for 3 years | 19.29 | 20.83 | 93% |
| Returns for 5 years | 16.31 | 9.35 | 174% |
| Returns for 10 years | 63.73 | 42.92 | 148% |
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