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JVMRX vs LMCTX
JVMRX vs LMCTX Comparison
Open Charts JVMRX vs LMCTX
JVMRX vs LMCTX Comparison Chart in %
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JVMRX vs. LMCTX 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 LMCTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. LMCTX (1.17B). JVMRX pays higher dividends than LMCTX: JVMRX (0.75) vs LMCTX (0.63). JVMRX was incepted earlier than LMCTX: JVMRX (15 years) vs LMCTX (11 years). LMCTX (0.76) and JVMRX (0.75) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCTX (45.00). LMCTX has a lower initial minimum investment than JVMRX: LMCTX (0) vs JVMRX (1000000). LMCTX annual gain was more profitable for investors over the last year : 15.08 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. LMCTX (12.95).
| JVMRX | LMCTX | JVMRX / LMCTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 14.348 | 10.911 | 132% |
| 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 | 0.63 | 120% |
| Returns for 1 year | 8.86 | 15.08 | 59% |
| Returns for 3 years | 19.29 | 23.23 | 83% |
| Returns for 5 years | 16.31 | 12.95 | 126% |
| Returns for 10 years | 63.73 | 50.82 | 125% |
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