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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$35.97
Change-$1.05 (-2.84%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JMVSX vs VEVYX Comparison Chart
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JMVSX vs. VEVYX commentary
Dec 19, 2024
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 Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JMVSX (13.5B). 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 : 6.01 vs. VEVYX (4.41). VEVYX return over 5 years is better than : 26.20 vs. JMVSX (-2.08).
| 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 | 4.991 | 3.246 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 18.7B | 72% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 6.01 | 4.41 | 136% |
| Returns for 3 years | -5.23 | 3.35 | -156% |
| Returns for 5 years | -2.08 | 26.20 | -8% |
| Returns for 10 years | 7.06 | 39.52 | 18% |
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