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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.63
Change+$0.59 (+1.59%)
VolumeN/A
Net Assets12.2B
Victory Sycamore Established Value Y
Price$46.18
Change+$0.67 (+1.47%)
VolumeN/A
Net Assets17.03B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX vs. VEVYX commentary
Aug 14, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. JMVRX (12.2B). VEVYX pays higher dividends than JMVRX: VEVYX (1.08) 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). 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 : -2.02 vs. VEVYX (-6.22). VEVYX return over 5 years is better than : 33.11 vs. JMVRX (12.83).
| 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 | 1.037 | -0.378 | -274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 17B | 72% |
| Annual Yield % from dividends | 0.94 | 1.08 | 87% |
| Returns for 1 year | -2.02 | -6.22 | 33% |
| Returns for 3 years | -5.80 | -3.72 | 156% |
| Returns for 5 years | 12.83 | 33.11 | 39% |
| Returns for 10 years | N/A | 43.42 | - |
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