Ad is loading...
IJMIX vs VEVYX
IJMIX vs VEVYX Comparison
Open Charts IJMIX vs VEVYX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
IJMIX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. VEVYX commentary
May 09, 2025
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 IJMIX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. IJMIX (237M). VEVYX pays higher dividends than IJMIX: VEVYX (1.15) vs IJMIX (1.06). IJMIX was incepted earlier than VEVYX: IJMIX (23 years) vs VEVYX (12 years). IJMIX (1.01) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than VEVYX: IJMIX (0) vs VEVYX (1000000). IJMIX annual gain was more profitable for investors over the last year : -1.16 vs. VEVYX (-9.20). VEVYX return over 5 years is better than : 46.07 vs. IJMIX (22.29).
| IJMIX | VEVYX | IJMIX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 1.01 | 0.66 | 153% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -3.701 | -4.089 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 17B | 1% |
| Annual Yield % from dividends | 1.06 | 1.15 | 92% |
| Returns for 1 year | -1.16 | -9.20 | 13% |
| Returns for 3 years | -13.17 | -2.22 | 594% |
| Returns for 5 years | 22.29 | 46.07 | 48% |
| Returns for 10 years | -25.86 | 40.43 | -64% |