JMVRX
Price
$35.04
Change
-$0.14 (-0.40%)
Updated
May 1 closing price
Net Assets
12.15B
VEVYX
Price
$43.29
Change
-$0.02 (-0.05%)
Updated
May 1 closing price
Net Assets
16.76B
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JMVRX vs VEVYX

Header iconJMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYXBanner chart's image
JPMorgan Mid Cap Value R5
Price$35.04
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets12.15B
Victory Sycamore Established Value Y
Price$43.29
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets16.76B
JMVRX vs VEVYX Comparison Chart
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JMVRX vs. VEVYX commentary
May 02, 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.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.8B vs. JMVRX (12.2B). 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 : -3.77 vs. VEVYX (-8.17). VEVYX return over 5 years is better than : 50.36 vs. JMVRX (24.65).
JMVRXVEVYXJMVRX / VEVYX
Total Expense Ratio0.700.66106%
Annual Report Gross Expense Ratio0.790.66120%
Fund Existence9 years12 years-
Gain YTD-4.037-5.55173%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B16.8B73%
Annual Yield % from dividends0.991.1586%
Returns for 1 year-3.77-8.1746%
Returns for 3 years-8.67-5.91147%
Returns for 5 years24.6550.3649%
Returns for 10 yearsN/A37.51-
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