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IJMSX vs VEVYX
IJMSX vs VEVYX Comparison
Open Charts IJMSX vs VEVYX
VY® JPMorgan Mid Cap Value S
Price$15.55
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets240.2M
Victory Sycamore Established Value Y
Price$44.67
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets17.16B
IJMSX vs VEVYX Comparison Chart
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IJMSX vs. VEVYX commentary
Jun 07, 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 IJMSX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. IJMSX (240M). VEVYX pays higher dividends than IJMSX: VEVYX (1.12) vs IJMSX (0.81). IJMSX was incepted earlier than VEVYX: IJMSX (23 years) vs VEVYX (12 years). IJMSX (1.25) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than VEVYX: IJMSX (0) vs VEVYX (1000000). IJMSX annual gain was more profitable for investors over the last year : 1.22 vs. VEVYX (-7.10). VEVYX return over 5 years is better than : 29.32 vs. IJMSX (6.12).
| IJMSX | VEVYX | IJMSX / VEVYX | |
| Total Expense Ratio | 1.10 | 0.66 | 167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.66 | 189% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -1.764 | -2.388 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 17.2B | 1% |
| Annual Yield % from dividends | 0.81 | 1.12 | 73% |
| Returns for 1 year | 1.22 | -7.10 | -17% |
| Returns for 3 years | -15.43 | -4.89 | 316% |
| Returns for 5 years | 6.12 | 29.32 | 21% |
| Returns for 10 years | -26.94 | 43.95 | -61% |
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