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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$36.96
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
JMVSX vs VEVYX Comparison Chart
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JMVSX 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 JMVSX is a Buy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. JMVSX (13.4B). VEVYX pays higher dividends than JMVSX: VEVYX (1.26) vs JMVSX (1.05). JMVSX was incepted earlier than VEVYX: JMVSX (23 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVSX (12.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : 7.82 vs. VEVYX (4.97). VEVYX return over 5 years is better than : 23.91 vs. JMVSX (-2.99).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.752 | 2.851 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 18.8B | 71% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 7.82 | 4.97 | 157% |
| Returns for 3 years | -8.39 | -0.77 | 1,091% |
| Returns for 5 years | -2.99 | 23.91 | -13% |
| Returns for 10 years | 9.77 | 60.20 | 16% |
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