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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$37.01
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.8B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Jul 06, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. JMVSX (12.8B). VEVYX pays higher dividends than JMVSX: VEVYX (1.09) vs JMVSX (0.83). JMVSX was incepted earlier than VEVYX: JMVSX (24 years) vs VEVYX (12 years). JMVSX (0.94) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVSX (28.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : 2.63 vs. VEVYX (-1.65). VEVYX return over 5 years is better than : 48.38 vs. JMVSX (22.10).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | 0.84 | 0.66 | 127% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.891 | 2.118 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 17.8B | 72% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | 2.63 | -1.65 | -160% |
| Returns for 3 years | 5.23 | 9.30 | 56% |
| Returns for 5 years | 22.10 | 48.38 | 46% |
| Returns for 10 years | 5.62 | 50.51 | 11% |
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