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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$34.03
Change-$1.63 (-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
JMVSX vs VEVYX Comparison Chart
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JMVSX 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 JMVSX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. JMVSX (12.7B). VEVYX pays higher dividends than JMVSX: VEVYX (1.12) vs JMVSX (0.85). JMVSX was incepted earlier than VEVYX: JMVSX (23 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 : -5.88 vs. VEVYX (-7.96). VEVYX return over 5 years is better than : 83.67 vs. JMVSX (47.66).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | 0.84 | 0.66 | 127% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -1.724 | -1.233 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17.6B | 72% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | -5.88 | -7.96 | 74% |
| Returns for 3 years | -11.03 | -4.79 | 230% |
| Returns for 5 years | 47.66 | 83.67 | 57% |
| Returns for 10 years | -0.86 | 43.64 | -2% |
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