Ad is loading...
Ad is loading...
JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$42.37
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.35
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
JMVRX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VEVYX commentary
Nov 18, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 19.2B vs. JMVRX (14.1B). 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 : 22.82 vs. VEVYX (17.67). VEVYX return over 5 years is better than : 35.67 vs. JMVRX (9.52).
| 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 | 18.121 | 13.788 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 19.2B | 73% |
| Annual Yield % from dividends | 1.17 | 1.26 | 93% |
| Returns for 1 year | 22.82 | 17.67 | 129% |
| Returns for 3 years | -10.15 | 2.89 | -351% |
| Returns for 5 years | 9.52 | 35.67 | 27% |
| Returns for 10 years | N/A | 56.46 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers