Ad is loading...
JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.03
Change-$0.57 (-1.52%)
VolumeN/A
Net Assets13.09B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
JMVRX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VEVYX commentary
Feb 23, 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: 18.2B vs. JMVRX (13.1B). VEVYX pays higher dividends than JMVRX: VEVYX (1.26) vs JMVRX (1.17). JMVRX was incepted earlier than VEVYX: JMVRX (8 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVRX (12.00). 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 : 1.23 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. JMVRX (-2.59).
| JMVRX | VEVYX | JMVRX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 1.009 | 1.219 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 18.2B | 72% |
| Annual Yield % from dividends | 1.17 | 1.26 | 93% |
| Returns for 1 year | 1.23 | -1.86 | -66% |
| Returns for 3 years | -5.76 | 0.53 | -1,087% |
| Returns for 5 years | -2.59 | 23.31 | -11% |
| Returns for 10 years | N/A | 47.93 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYDB | 47.52 | -0.07 | -0.15% |
| iShares High Yield Systematic Bond ETF | |||
| SIXA | 47.16 | -0.15 | -0.32% |
| ETC 6 Meridian Mega Cap Equity ETF | |||
| IXUS | 70.52 | -0.47 | -0.66% |
| iShares Core MSCI Total Intl Stk ETF | |||
| CIL | 44.63 | -0.31 | -0.69% |
| VictoryShares International Vol Wtd ETF | |||
| XPND | 31.54 | -0.83 | -2.56% |
| First Trust Expanded Technology ETF | |||