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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
Jun 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 Buy and LMCTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. LMCTX (1.17B). JVMRX pays higher dividends than LMCTX: JVMRX (0.81) vs LMCTX (0.62). 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: 49.00 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 : 14.38 vs. JVMRX (7.17). LMCTX return over 5 years is better than : 8.90 vs. JVMRX (5.11).
| 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 | 6.227 | 9.558 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.17B | 1,930% |
| Annual Yield % from dividends | 0.81 | 0.62 | 131% |
| Returns for 1 year | 7.17 | 14.38 | 50% |
| Returns for 3 years | 20.52 | 31.69 | 65% |
| Returns for 5 years | 5.11 | 8.90 | 57% |
| Returns for 10 years | 54.85 | 50.64 | 108% |
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