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JCMVX vs VEVYX
JCMVX vs VEVYX Comparison
Open Charts JCMVX vs VEVYX
JPMorgan Mid Cap Value C
Price$30.77
Change+$1.99 (+6.91%)
VolumeN/A
Net Assets11.19B
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
JCMVX vs VEVYX Comparison Chart
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JCMVX 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 JCMVX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. JCMVX (11.2B). VEVYX pays higher dividends than JCMVX: VEVYX (1.12) 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 : -17.62 vs. VEVYX (-20.22). VEVYX return over 5 years is better than : 35.80 vs. JCMVX (2.59).
| 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 | -12.761 | -14.165 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 16.5B | 68% |
| Annual Yield % from dividends | 0.15 | 1.12 | 13% |
| Returns for 1 year | -17.62 | -20.22 | 87% |
| Returns for 3 years | -23.06 | -16.41 | 141% |
| Returns for 5 years | 2.59 | 35.80 | 7% |
| Returns for 10 years | -20.28 | 25.08 | -81% |
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