Ad is loading...
JMVQX vs VEVYX
JMVQX vs VEVYX Comparison
Open Charts JMVQX vs VEVYX
JPMorgan Mid Cap Value R4
Price$35.65
Change-$1.04 (-2.83%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JMVQX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVQX 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 JMVQX is a Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JMVQX (13.5B). VEVYX pays higher dividends than JMVQX: VEVYX (1.26) vs JMVQX (1.13). JMVQX was incepted earlier than VEVYX: JMVQX (8 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVQX (12.00). 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 : 5.92 vs. VEVYX (4.41). VEVYX return over 5 years is better than : 26.20 vs. JMVQX (-2.46).
| JMVQX | VEVYX | JMVQX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 4.889 | 3.246 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 18.7B | 72% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 5.92 | 4.41 | 134% |
| Returns for 3 years | -5.47 | 3.35 | -163% |
| Returns for 5 years | -2.46 | 26.20 | -9% |
| Returns for 10 years | N/A | 39.52 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers