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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$35.17
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets12.62B
Victory Sycamore Established Value Y
Price$44.57
Change-$1.05 (-2.30%)
VolumeN/A
Net Assets17.61B
JMVSX vs VEVYX Comparison Chart
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JMVSX vs. VEVYX commentary
May 23, 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 (12.6B). VEVYX pays higher dividends than JMVSX: VEVYX (1.15) vs JMVSX (0.87). 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 : -3.78 vs. VEVYX (-7.05). VEVYX return over 5 years is better than : 51.61 vs. JMVSX (25.76).
| 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 | 0.222 | -0.513 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 17.6B | 72% |
| Annual Yield % from dividends | 0.87 | 1.15 | 75% |
| Returns for 1 year | -3.78 | -7.05 | 54% |
| Returns for 3 years | -1.24 | 2.88 | -43% |
| Returns for 5 years | 25.76 | 51.61 | 50% |
| Returns for 10 years | 1.03 | 43.59 | 2% |
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