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JCMVX vs VEVYX
JCMVX vs VEVYX Comparison
Open Charts JCMVX vs VEVYX
JPMorgan Mid Cap Value C
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JCMVX vs VEVYX Comparison Chart
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JCMVX vs. VEVYX commentary
Dec 19, 2024
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 JCMVX is a Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JCMVX (13.5B). VEVYX pays higher dividends than JCMVX: VEVYX (1.26) vs JCMVX (0.46). JCMVX was incepted earlier than VEVYX: JCMVX (24 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JCMVX (12.00). JCMVX has a lower initial minimum investment than VEVYX: JCMVX (1000) vs VEVYX (1000000). VEVYX (4.41) and JCMVX (4.24) have marching annual gain over last year. VEVYX return over 5 years is better than : 26.20 vs. JCMVX (-8.14).
| JCMVX | VEVYX | JCMVX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 3.248 | 3.246 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 18.7B | 72% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 4.24 | 4.41 | 96% |
| Returns for 3 years | -8.50 | 3.35 | -253% |
| Returns for 5 years | -8.14 | 26.20 | -31% |
| Returns for 10 years | -3.21 | 39.52 | -8% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| AGG | 98.01 | N/A | N/A |
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| Direxion Daily Mid Cap Bull 3X ETF | |||