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IJPMX vs VEVYX
IJPMX vs VEVYX Comparison
Open Charts IJPMX vs VEVYX
VY® JPMorgan Mid Cap Value S2
Price$13.85
Change-$0.39 (-2.74%)
VolumeN/A
Net Assets232.77M
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
IJPMX vs VEVYX Comparison Chart
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IJPMX vs. VEVYX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. IJPMX (233M). 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 (1.41) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 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 : -4.62 vs. VEVYX (-12.55). VEVYX return over 5 years is better than : 46.33 vs. IJPMX (13.42).
| IJPMX | VEVYX | IJPMX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.41 | 0.66 | 214% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -6.745 | -7.513 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 16.5B | 1% |
| Annual Yield % from dividends | 0.73 | 1.12 | 65% |
| Returns for 1 year | -4.62 | -12.55 | 37% |
| Returns for 3 years | -22.43 | -9.57 | 234% |
| Returns for 5 years | 13.42 | 46.33 | 29% |
| Returns for 10 years | -34.20 | 35.27 | -97% |
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