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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$34.70
Change-$1.66 (-4.57%)
VolumeN/A
Net Assets12.72B
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
JMVRX vs VEVYX Comparison Chart
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JMVRX vs. VEVYX commentary
Apr 04, 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 (12.7B). VEVYX pays higher dividends than JMVRX: VEVYX (1.12) vs JMVRX (0.97). 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 : -4.84 vs. VEVYX (-7.96). VEVYX return over 5 years is better than : 83.67 vs. JMVRX (50.90).
| 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 | -0.818 | -1.233 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17.6B | 72% |
| Annual Yield % from dividends | 0.97 | 1.12 | 87% |
| Returns for 1 year | -4.84 | -7.96 | 61% |
| Returns for 3 years | -9.49 | -4.79 | 198% |
| Returns for 5 years | 50.90 | 83.67 | 61% |
| Returns for 10 years | N/A | 43.64 | - |
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