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JMVQX vs VEVYX
JMVQX vs VEVYX Comparison
Open Charts JMVQX vs VEVYX
JPMorgan Mid Cap Value R4
Price$37.07
Change+$0.37 (+1.01%)
VolumeN/A
Net Assets13.4B
Victory Sycamore Established Value Y
Price$47.95
Change+$0.47 (+0.99%)
VolumeN/A
Net Assets18.76B
JMVQX vs VEVYX Comparison Chart
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JMVQX vs. VEVYX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. JMVQX (13.4B). 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 : 7.46 vs. VEVYX (4.25). VEVYX return over 5 years is better than : 29.39 vs. JMVQX (1.73).
| 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 | 4.012 | 3.330 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 18.8B | 71% |
| Annual Yield % from dividends | 1.13 | 1.26 | 90% |
| Returns for 1 year | 7.46 | 4.25 | 176% |
| Returns for 3 years | -4.99 | 2.86 | -175% |
| Returns for 5 years | 1.73 | 29.39 | 6% |
| Returns for 10 years | N/A | 58.88 | - |
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