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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$34.39
Change+$0.49 (+1.45%)
VolumeN/A
Net Assets11.98B
Victory Sycamore Established Value Y
Price$43.07
Change+$0.62 (+1.46%)
VolumeN/A
Net Assets16.43B
JMVSX vs VEVYX Comparison Chart
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JMVSX vs. VEVYX commentary
Apr 25, 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: 16.4B vs. JMVSX (12B). VEVYX pays higher dividends than JMVSX: VEVYX (1.12) vs JMVSX (0.85). 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 : -7.07 vs. VEVYX (-11.22). VEVYX return over 5 years is better than : 50.06 vs. JMVSX (22.45).
| 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 | -5.755 | -7.426 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.4B | 73% |
| Annual Yield % from dividends | 0.85 | 1.12 | 76% |
| Returns for 1 year | -7.07 | -11.22 | 63% |
| Returns for 3 years | -13.65 | -9.79 | 139% |
| Returns for 5 years | 22.45 | 50.06 | 45% |
| Returns for 10 years | -4.00 | 35.51 | -11% |
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