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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.24
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets11.67B
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX vs. VEVYX commentary
Nov 20, 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 JMVRX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. JMVRX (11.7B). VEVYX pays higher dividends than JMVRX: VEVYX (1.05) vs JMVRX (0.94). JMVRX was incepted earlier than VEVYX: JMVRX (9 years) vs VEVYX (13 years). JMVRX (0.79) is less costly to investors than VEVYX (0.66). JMVRX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). 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 : -11.38 vs. VEVYX (-12.99). VEVYX return over 5 years is better than : 19.42 vs. JMVRX (2.40).
| JMVRX | VEVYX | JMVRX / VEVYX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 1.582 | -1.135 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 15.8B | 74% |
| Annual Yield % from dividends | 0.94 | 1.05 | 89% |
| Returns for 1 year | -11.38 | -12.99 | 88% |
| Returns for 3 years | -1.96 | -2.70 | 73% |
| Returns for 5 years | 2.40 | 19.42 | 12% |
| Returns for 10 years | N/A | 42.90 | - |
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