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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$36.79
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets12.2B
Victory Sycamore Established Value Y
Price$46.38
Change-$0.34 (-0.73%)
VolumeN/A
Net Assets17.09B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Sep 26, 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: 17.1B vs. JMVSX (12.2B). VEVYX pays higher dividends than JMVSX: VEVYX (1.06) vs JMVSX (0.80). JMVSX was incepted earlier than VEVYX: JMVSX (24 years) vs VEVYX (13 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 : -6.36 vs. VEVYX (-9.15). VEVYX return over 5 years is better than : 43.68 vs. JMVSX (19.31).
| 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 | 13 years | - |
| Gain YTD | 3.030 | 2.462 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 17.1B | 71% |
| Annual Yield % from dividends | 0.80 | 1.06 | 76% |
| Returns for 1 year | -6.36 | -9.15 | 70% |
| Returns for 3 years | 10.38 | 14.27 | 73% |
| Returns for 5 years | 19.31 | 43.68 | 44% |
| Returns for 10 years | 16.66 | 61.47 | 27% |
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