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IJMSX vs VEVYX
IJMSX vs VEVYX Comparison
Open Charts IJMSX vs VEVYX
VY® JPMorgan Mid Cap Value S
Price$15.39
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets237.2M
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
IJMSX vs VEVYX Comparison Chart
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IJMSX 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 IJMSX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. IJMSX (237M). VEVYX pays higher dividends than IJMSX: VEVYX (1.15) vs IJMSX (0.83). IJMSX was incepted earlier than VEVYX: IJMSX (23 years) vs VEVYX (12 years). IJMSX (1.26) 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 : -1.49 vs. VEVYX (-9.20). VEVYX return over 5 years is better than : 46.07 vs. IJMSX (19.76).
| IJMSX | VEVYX | IJMSX / VEVYX | |
| Total Expense Ratio | 1.10 | 0.66 | 167% |
| Annual Report Gross Expense Ratio | 1.26 | 0.66 | 191% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -3.781 | -4.089 | 92% |
| 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 | 0.83 | 1.15 | 72% |
| Returns for 1 year | -1.49 | -9.20 | 16% |
| Returns for 3 years | -14.32 | -2.22 | 646% |
| Returns for 5 years | 19.76 | 46.07 | 43% |
| Returns for 10 years | -28.68 | 40.43 | -71% |
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