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JMVQX vs VEVYX
JMVQX vs VEVYX Comparison
Open Charts JMVQX vs VEVYX
JPMorgan Mid Cap Value R4
Price$34.57
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets12.3B
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.11B
JMVQX vs VEVYX Comparison Chart
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JMVQX 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 JMVQX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVQX (12.3B). VEVYX pays higher dividends than JMVQX: VEVYX (1.15) vs JMVQX (0.87). JMVQX was incepted earlier than VEVYX: JMVQX (9 years) vs VEVYX (12 years). JMVQX (0.94) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVQX (28.00). JMVQX has a lower initial minimum investment than VEVYX: JMVQX (0) vs VEVYX (1000000). JMVQX annual gain was more profitable for investors over the last year : -6.25 vs. VEVYX (-9.53). VEVYX return over 5 years is better than : 46.97 vs. JMVQX (21.14).
| JMVQX | VEVYX | JMVQX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | -2.722 | -3.501 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 0.87 | 1.15 | 75% |
| Returns for 1 year | -6.25 | -9.53 | 66% |
| Returns for 3 years | -5.54 | -1.13 | 489% |
| Returns for 5 years | 21.14 | 46.97 | 45% |
| Returns for 10 years | N/A | 41.78 | - |
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