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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$37.62
Change-$0.28 (-0.74%)
VolumeN/A
Net Assets12.2B
Victory Sycamore Established Value Y
Price$46.38
Change-$0.34 (-0.73%)
VolumeN/A
Net Assets17.09B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX 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 JMVYX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVYX (12.2B). VEVYX pays higher dividends than JMVYX: VEVYX (1.06) vs JMVYX (1.00). JMVYX was incepted earlier than VEVYX: JMVYX (9 years) vs VEVYX (13 years). JMVYX (0.69) and VEVYX (0.66) have similar cost to investors . VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVYX (28.00). VEVYX has a lower initial minimum investment than JMVYX: VEVYX (1000000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : -5.93 vs. VEVYX (-9.15). VEVYX return over 5 years is better than : 43.68 vs. JMVYX (21.42).
| JMVYX | VEVYX | JMVYX / VEVYX | |
| Total Expense Ratio | 0.60 | 0.66 | 91% |
| Annual Report Gross Expense Ratio | 0.69 | 0.66 | 105% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.214 | 2.462 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 17.1B | 71% |
| Annual Yield % from dividends | 1.00 | 1.06 | 95% |
| Returns for 1 year | -5.93 | -9.15 | 65% |
| Returns for 3 years | 11.45 | 14.27 | 80% |
| Returns for 5 years | 21.42 | 43.68 | 49% |
| Returns for 10 years | N/A | 61.47 | - |
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