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JVMRX vs LMCYX
JVMRX vs LMCYX Comparison
Open Charts JVMRX vs LMCYX
JVMRX vs LMCYX Comparison Chart in %
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JVMRX vs. LMCYX commentary
Jul 05, 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 LMCYX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. LMCYX (1.19B). JVMRX pays higher dividends than LMCYX: JVMRX (0.78) vs LMCYX (0.60). JVMRX was incepted earlier than LMCYX: JVMRX (15 years) vs LMCYX (27 years). LMCYX (0.76) and JVMRX (0.75) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 48.00 vs. LMCYX (45.00). JVMRX (1000000) and LMCYX (1000000) have matching initial minimum investment requirements. LMCYX annual gain was more profitable for investors over the last year : 13.64 vs. JVMRX (6.79). LMCYX return over 5 years is better than : 14.53 vs. JVMRX (12.69).
| JVMRX | LMCYX | JVMRX / LMCYX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 11.981 | 13.157 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.19B | 1,970% |
| Annual Yield % from dividends | 0.78 | 0.60 | 130% |
| Returns for 1 year | 6.79 | 13.64 | 50% |
| Returns for 3 years | 20.15 | 29.65 | 68% |
| Returns for 5 years | 12.69 | 14.53 | 87% |
| Returns for 10 years | 64.88 | 56.71 | 114% |
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