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IJPMX vs VEVYX
IJPMX vs VEVYX Comparison
Open Charts IJPMX vs VEVYX
VY® JPMorgan Mid Cap Value S2
Price$15.09
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets240.2M
Victory Sycamore Established Value Y
Price$45.08
Change+$0.41 (+0.92%)
VolumeN/A
Net Assets17.16B
IJPMX vs VEVYX Comparison Chart
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IJPMX 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 IJPMX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. IJPMX (240M). VEVYX pays higher dividends than IJPMX: VEVYX (1.12) vs IJPMX (0.73). IJPMX was incepted earlier than VEVYX: IJPMX (16 years) vs VEVYX (12 years). IJPMX (1.40) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than VEVYX: IJPMX (0) vs VEVYX (1000000). IJPMX annual gain was more profitable for investors over the last year : 1.01 vs. VEVYX (-7.25). VEVYX return over 5 years is better than : 29.06 vs. IJPMX (3.51).
| IJPMX | VEVYX | IJPMX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.40 | 0.66 | 212% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -2.030 | -2.585 | 79% |
| 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 | 0.73 | 1.12 | 65% |
| Returns for 1 year | 1.01 | -7.25 | -14% |
| Returns for 3 years | -17.76 | -5.90 | 301% |
| Returns for 5 years | 3.51 | 29.06 | 12% |
| Returns for 10 years | -29.93 | 43.53 | -69% |
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