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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$36.32
Change-$0.56 (-1.52%)
VolumeN/A
Net Assets13.09B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
JMVSX vs VEVYX Comparison Chart
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JMVSX vs. VEVYX commentary
Feb 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. JMVSX (13.1B). VEVYX pays higher dividends than JMVSX: VEVYX (1.26) vs JMVSX (1.05). JMVSX was incepted earlier than VEVYX: JMVSX (23 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVSX (12.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : 0.88 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. JMVSX (-3.87).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 0.973 | 1.219 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 18.2B | 72% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 0.88 | -1.86 | -47% |
| Returns for 3 years | -6.44 | 0.53 | -1,216% |
| Returns for 5 years | -3.87 | 23.31 | -17% |
| Returns for 10 years | 2.10 | 47.93 | 4% |
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