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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$41.60
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.35
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
JMVSX vs VEVYX Comparison Chart
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JMVSX vs. VEVYX commentary
Nov 18, 2024
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: 19.2B vs. JMVSX (14.1B). 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 : 22.53 vs. VEVYX (17.67). VEVYX return over 5 years is better than : 35.67 vs. JMVSX (8.24).
| 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 | 17.981 | 13.788 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 19.2B | 73% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 22.53 | 17.67 | 127% |
| Returns for 3 years | -10.81 | 2.89 | -374% |
| Returns for 5 years | 8.24 | 35.67 | 23% |
| Returns for 10 years | 14.86 | 56.46 | 26% |
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