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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$36.80
Change-$1.08 (-2.85%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JMVYX vs VEVYX Comparison Chart
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JMVYX vs. VEVYX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JMVYX (13.5B). 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 : 6.52 vs. VEVYX (2.80). VEVYX return over 5 years is better than : 24.70 vs. JMVYX (-0.31).
| 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 | 5.486 | 2.420 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 18.7B | 72% |
| Annual Yield % from dividends | 1.25 | 1.26 | 99% |
| Returns for 1 year | 6.52 | 2.80 | 233% |
| Returns for 3 years | -4.31 | 2.53 | -170% |
| Returns for 5 years | -0.31 | 24.70 | -1% |
| Returns for 10 years | N/A | 38.40 | - |
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