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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$38.09
Change-$0.13 (-0.34%)
VolumeN/A
Net Assets12.26B
Victory Sycamore Established Value Y
Price$46.64
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets17.09B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX vs. VEVYX commentary
Oct 08, 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 Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVRX (12.3B). VEVYX pays higher dividends than JMVRX: VEVYX (1.02) vs JMVRX (0.92). 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). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVRX (28.00). 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 : -5.06 vs. VEVYX (-8.40). VEVYX return over 5 years is better than : 34.59 vs. JMVRX (12.91).
| 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 | 4.255 | 3.010 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 0.92 | 1.02 | 90% |
| Returns for 1 year | -5.06 | -8.40 | 60% |
| Returns for 3 years | 10.84 | 12.37 | 88% |
| Returns for 5 years | 12.91 | 34.59 | 37% |
| Returns for 10 years | N/A | 52.15 | - |
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