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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$35.98
Change-$0.79 (-2.15%)
VolumeN/A
Net Assets12.62B
Victory Sycamore Established Value Y
Price$44.57
Change-$1.05 (-2.30%)
VolumeN/A
Net Assets17.61B
JMVRX vs VEVYX Comparison Chart
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JMVRX vs. VEVYX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. JMVRX (12.6B). VEVYX pays higher dividends than JMVRX: VEVYX (1.15) vs JMVRX (0.99). JMVRX was incepted earlier than VEVYX: JMVRX (9 years) vs VEVYX (12 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 : -3.45 vs. VEVYX (-7.05). VEVYX return over 5 years is better than : 51.61 vs. JMVRX (27.44).
| 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 | 12 years | - |
| Gain YTD | 0.300 | -0.513 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 17.6B | 72% |
| Annual Yield % from dividends | 0.99 | 1.15 | 86% |
| Returns for 1 year | -3.45 | -7.05 | 49% |
| Returns for 3 years | -0.49 | 2.88 | -17% |
| Returns for 5 years | 27.44 | 51.61 | 53% |
| Returns for 10 years | N/A | 43.59 | - |
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