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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$37.21
Change-$0.22 (-0.59%)
VolumeN/A
Net Assets12.69B
Victory Sycamore Established Value Y
Price$46.75
Change-$0.29 (-0.62%)
VolumeN/A
Net Assets17.73B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Jul 29, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. JMVSX (12.7B). VEVYX pays higher dividends than JMVSX: VEVYX (1.09) vs JMVSX (0.83). 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 : -1.69 vs. VEVYX (-5.38). VEVYX return over 5 years is better than : 41.50 vs. JMVSX (17.69).
| 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 | 4.059 | 2.971 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17.7B | 72% |
| Annual Yield % from dividends | 0.83 | 1.09 | 76% |
| Returns for 1 year | -1.69 | -5.38 | 31% |
| Returns for 3 years | 0.02 | 2.75 | 1% |
| Returns for 5 years | 17.69 | 41.50 | 43% |
| Returns for 10 years | 6.22 | 49.04 | 13% |
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