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JMVPX vs VEVYX
JMVPX vs VEVYX Comparison
Open Charts JMVPX vs VEVYX
JPMorgan Mid Cap Value R3
Price$31.48
Change-$0.89 (-2.75%)
VolumeN/A
Net Assets11.96B
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
JMVPX vs VEVYX Comparison Chart
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JMVPX vs. VEVYX commentary
Apr 12, 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 JMVPX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. JMVPX (12B). VEVYX pays higher dividends than JMVPX: VEVYX (1.12) vs JMVPX (0.66). JMVPX was incepted earlier than VEVYX: JMVPX (9 years) vs VEVYX (12 years). JMVPX (1.19) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than VEVYX: JMVPX (0) vs VEVYX (1000000). JMVPX annual gain was more profitable for investors over the last year : -9.40 vs. VEVYX (-12.55). VEVYX return over 5 years is better than : 46.33 vs. JMVPX (14.09).
| JMVPX | VEVYX | JMVPX / VEVYX | |
| Total Expense Ratio | 1.10 | 0.66 | 167% |
| Annual Report Gross Expense Ratio | 1.19 | 0.66 | 180% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | -6.580 | -7.513 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.5B | 73% |
| Annual Yield % from dividends | 0.66 | 1.12 | 59% |
| Returns for 1 year | -9.40 | -12.55 | 75% |
| Returns for 3 years | -15.58 | -9.57 | 163% |
| Returns for 5 years | 14.09 | 46.33 | 30% |
| Returns for 10 years | N/A | 35.27 | - |
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