Ad is loading...
JCMVX vs VEVYX
JCMVX vs VEVYX Comparison
Open Charts JCMVX vs VEVYX
JPMorgan Mid Cap Value C
Price$31.91
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets12.3B
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.11B
JCMVX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCMVX vs. VEVYX commentary
May 10, 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 JCMVX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JCMVX (12.3B). VEVYX pays higher dividends than JCMVX: VEVYX (1.15) vs JCMVX (0.15). JCMVX was incepted earlier than VEVYX: JCMVX (24 years) vs VEVYX (12 years). JCMVX (1.70) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JCMVX (28.00). JCMVX has a lower initial minimum investment than VEVYX: JCMVX (1000) vs VEVYX (1000000). JCMVX annual gain was more profitable for investors over the last year : -7.77 vs. VEVYX (-9.53). VEVYX return over 5 years is better than : 46.97 vs. JCMVX (14.10).
| JCMVX | VEVYX | JCMVX / VEVYX | |
| Total Expense Ratio | 1.59 | 0.66 | 241% |
| Annual Report Gross Expense Ratio | 1.70 | 0.66 | 258% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -3.001 | -3.501 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 0.15 | 1.15 | 13% |
| Returns for 1 year | -7.77 | -9.53 | 81% |
| Returns for 3 years | -8.58 | -1.13 | 759% |
| Returns for 5 years | 14.10 | 46.97 | 30% |
| Returns for 10 years | -10.13 | 41.78 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IGE | 42.70 | 0.45 | +1.07% |
| iShares North American Natural Res ETF | |||
| PEMX | 53.93 | 0.44 | +0.83% |
| Putnam Emerging Markets Ex-China ETF | |||
| WIA | 8.26 | 0.01 | +0.12% |
| Western Asset Inflation-Linked Income Fund | |||
| HYD | 50.03 | N/A | N/A |
| VanEck High Yield Muni ETF | |||
| SEPW | 28.73 | N/A | -0.01% |
| AllianzIM U.S. Large Cp Buffer20 Sep ETF | |||