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IJPMX vs VEVYX
IJPMX vs VEVYX Comparison
Open Charts IJPMX vs VEVYX
VY® JPMorgan Mid Cap Value S2
Price$15.42
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets267.83M
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.54B
IJPMX vs VEVYX Comparison Chart
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IJPMX vs. VEVYX commentary
Feb 23, 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 Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.5B vs. IJPMX (268M). VEVYX pays higher dividends than IJPMX: VEVYX (1.26) vs IJPMX (0.78). IJPMX was incepted earlier than VEVYX: IJPMX (16 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. IJPMX (10.00). 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 : 5.68 vs. VEVYX (1.79). VEVYX return over 5 years is better than : 26.36 vs. IJPMX (-6.56).
| IJPMX | VEVYX | IJPMX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 0.982 | 3.721 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 18.5B | 1% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 5.68 | 1.79 | 316% |
| Returns for 3 years | -15.05 | 2.00 | -752% |
| Returns for 5 years | -6.56 | 26.36 | -25% |
| Returns for 10 years | -28.74 | 52.15 | -55% |
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