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IJMSX vs VEVYX
IJMSX vs VEVYX Comparison
Open Charts IJMSX vs VEVYX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets228.49M
Victory Sycamore Established Value Y
Price$42.01
Change+$0.36 (+0.86%)
VolumeN/A
Net Assets16.15B
IJMSX vs VEVYX Comparison Chart
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IJMSX vs. VEVYX commentary
Apr 18, 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: 16.1B vs. IJMSX (228M). VEVYX pays higher dividends than IJMSX: VEVYX (1.12) vs IJMSX (0.82). 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 (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 : -2.58 vs. VEVYX (-10.77). VEVYX return over 5 years is better than : 45.35 vs. IJMSX (15.92).
| 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 | -8.192 | -9.171 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 16.1B | 1% |
| Annual Yield % from dividends | 0.82 | 1.12 | 73% |
| Returns for 1 year | -2.58 | -10.77 | 24% |
| Returns for 3 years | -22.80 | -12.01 | 190% |
| Returns for 5 years | 15.92 | 45.35 | 35% |
| Returns for 10 years | -32.10 | 33.11 | -97% |
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