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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 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. LMCYX (1.17B). 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 : 10.86 vs. JVMRX (6.05). JVMRX (15.20) and LMCYX (14.87) have equivalent 5 years return.
| 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 | 12.127 | 11.745 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.17B | 1,988% |
| Annual Yield % from dividends | 0.78 | 0.60 | 130% |
| Returns for 1 year | 6.05 | 10.86 | 56% |
| Returns for 3 years | 16.71 | 22.87 | 73% |
| Returns for 5 years | 15.20 | 14.87 | 102% |
| Returns for 10 years | 58.37 | 50.03 | 117% |
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