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IJMSX vs VEVYX
IJMSX vs VEVYX Comparison
Open Charts IJMSX vs VEVYX
VY® JPMorgan Mid Cap Value S
Price$15.95
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets264.29M
Victory Sycamore Established Value Y
Price$46.11
Change-$0.61 (-1.31%)
VolumeN/A
Net Assets18.26B
IJMSX vs VEVYX Comparison Chart
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IJMSX vs. VEVYX commentary
Mar 04, 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 Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.3B vs. IJMSX (264M). VEVYX pays higher dividends than IJMSX: VEVYX (1.26) vs IJMSX (0.85). IJMSX was incepted earlier than VEVYX: IJMSX (23 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. IJMSX (10.00). 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 : 4.29 vs. VEVYX (-1.93). VEVYX return over 5 years is better than : 34.77 vs. IJMSX (3.20).
| IJMSX | VEVYX | IJMSX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 0.504 | 1.676 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 18.3B | 1% |
| Annual Yield % from dividends | 0.85 | 1.26 | 67% |
| Returns for 1 year | 4.29 | -1.93 | -222% |
| Returns for 3 years | -14.34 | 1.38 | -1,037% |
| Returns for 5 years | 3.20 | 34.77 | 9% |
| Returns for 10 years | -24.54 | 51.43 | -48% |
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