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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$36.59
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.67B
Victory Sycamore Established Value Y
Price$45.08
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets15.88B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Nov 20, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. JMVSX (11.7B). VEVYX pays higher dividends than JMVSX: VEVYX (1.05) vs JMVSX (0.82). JMVSX was incepted earlier than VEVYX: JMVSX (24 years) vs VEVYX (13 years). JMVSX (0.94) is less costly to investors than VEVYX (0.66). JMVSX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : -11.66 vs. VEVYX (-13.44). VEVYX return over 5 years is better than : 18.53 vs. JMVSX (0.67).
| 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 | 13 years | - |
| Gain YTD | 1.724 | -1.266 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 15.9B | 74% |
| Annual Yield % from dividends | 0.82 | 1.05 | 78% |
| Returns for 1 year | -11.66 | -13.44 | 87% |
| Returns for 3 years | -2.40 | -2.83 | 85% |
| Returns for 5 years | 0.67 | 18.53 | 4% |
| Returns for 10 years | 7.69 | 42.71 | 18% |
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