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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$37.33
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets11.67B
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX vs. VEVYX commentary
Nov 20, 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: 15.8B vs. JMVYX (11.7B). VEVYX (1.05) and JMVYX (1.02) have matching dividends . 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 . JMVYX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). 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 : -11.26 vs. VEVYX (-12.99). VEVYX return over 5 years is better than : 19.42 vs. JMVYX (2.87).
| 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 | 1.661 | -1.135 | -146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 15.8B | 74% |
| Annual Yield % from dividends | 1.02 | 1.05 | 97% |
| Returns for 1 year | -11.26 | -12.99 | 87% |
| Returns for 3 years | -1.73 | -2.70 | 64% |
| Returns for 5 years | 2.87 | 19.42 | 15% |
| Returns for 10 years | N/A | 42.90 | - |
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