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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$37.09
Change-$0.58 (-1.54%)
VolumeN/A
Net Assets13.09B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
JMVYX vs VEVYX Comparison Chart
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JMVYX vs. VEVYX commentary
Feb 23, 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: 18.2B vs. JMVYX (13.1B). VEVYX (1.26) and JMVYX (1.25) have matching dividends . JMVYX was incepted earlier than VEVYX: JMVYX (8 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVYX (12.00). 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 : 1.33 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. JMVYX (-2.14).
| JMVYX | VEVYX | JMVYX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 1.008 | 1.219 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 18.2B | 72% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 1.33 | -1.86 | -72% |
| Returns for 3 years | -5.54 | 0.53 | -1,046% |
| Returns for 5 years | -2.14 | 23.31 | -9% |
| Returns for 10 years | N/A | 47.93 | - |
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