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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.68
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
JMVRX vs VEVYX Comparison Chart
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JMVRX vs. VEVYX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. JMVRX (13.4B). 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 : 8.19 vs. VEVYX (4.97). VEVYX return over 5 years is better than : 23.91 vs. JMVRX (-1.70).
| 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 | 2.782 | 2.851 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 18.8B | 71% |
| Annual Yield % from dividends | 1.17 | 1.26 | 93% |
| Returns for 1 year | 8.19 | 4.97 | 165% |
| Returns for 3 years | -7.72 | -0.77 | 1,004% |
| Returns for 5 years | -1.70 | 23.91 | -7% |
| Returns for 10 years | N/A | 60.20 | - |
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