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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$37.74
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
JMVYX vs VEVYX Comparison Chart
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JMVYX vs. VEVYX commentary
Jan 19, 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 Buy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. JMVYX (13.4B). 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 : 8.35 vs. VEVYX (5.15). VEVYX return over 5 years is better than : 24.12 vs. JMVYX (-1.24).
| 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 | 2.778 | 3.025 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 18.8B | 71% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 8.35 | 5.15 | 162% |
| Returns for 3 years | -7.51 | -0.60 | 1,248% |
| Returns for 5 years | -1.24 | 24.12 | -5% |
| Returns for 10 years | N/A | 60.47 | - |
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