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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$36.71
Change-$1.08 (-2.86%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JMVRX vs VEVYX Comparison Chart
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JMVRX 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 JMVRX is a Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JMVRX (13.5B). VEVYX pays higher dividends than JMVRX: VEVYX (1.26) vs JMVRX (1.17). JMVRX was incepted earlier than VEVYX: JMVRX (8 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVRX (12.00). JMVRX has a lower initial minimum investment than VEVYX: JMVRX (0) vs VEVYX (1000000). JMVRX annual gain was more profitable for investors over the last year : 6.41 vs. VEVYX (4.41). VEVYX return over 5 years is better than : 26.20 vs. JMVRX (-0.77).
| JMVRX | VEVYX | JMVRX / 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 | 5.353 | 3.246 | 165% |
| 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 | 1.17 | 1.26 | 93% |
| Returns for 1 year | 6.41 | 4.41 | 145% |
| Returns for 3 years | -4.52 | 3.35 | -135% |
| Returns for 5 years | -0.77 | 26.20 | -3% |
| Returns for 10 years | N/A | 39.52 | - |
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