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JVMRX vs LMCRX
JVMRX vs LMCRX Comparison
Open Charts JVMRX vs LMCRX
JVMRX vs LMCRX Comparison Chart in %
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JVMRX vs. LMCRX commentary
Jul 10, 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 LMCRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. LMCRX (1.18B). JVMRX pays higher dividends than LMCRX: JVMRX (0.78) vs LMCRX (0.18). JVMRX was incepted earlier than LMCRX: JVMRX (15 years) vs LMCRX (18 years). LMCRX (1.26) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCRX (45.00). LMCRX has a lower initial minimum investment than JVMRX: LMCRX (0) vs JVMRX (1000000). LMCRX annual gain was more profitable for investors over the last year : 11.63 vs. JVMRX (5.03). JVMRX (11.76) and LMCRX (11.21) have equivalent 5 years return.
| JVMRX | LMCRX | JVMRX / LMCRX | |
| Total Expense Ratio | 0.74 | 1.26 | 59% |
| Annual Report Gross Expense Ratio | 0.75 | 1.26 | 60% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 10.706 | 11.802 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 1.18B | 1,966% |
| Annual Yield % from dividends | 0.78 | 0.18 | 432% |
| Returns for 1 year | 5.03 | 11.63 | 43% |
| Returns for 3 years | 18.65 | 25.90 | 72% |
| Returns for 5 years | 11.76 | 11.21 | 105% |
| Returns for 10 years | 60.25 | 47.75 | 126% |
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