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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$34.35
Change+$2.23 (+6.94%)
VolumeN/A
Net Assets11.19B
Victory Sycamore Established Value Y
Price$42.41
Change+$3.05 (+7.75%)
VolumeN/A
Net Assets15.29B
JMVYX vs VEVYX Comparison Chart
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JMVYX vs. VEVYX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. JMVYX (11.2B). VEVYX pays higher dividends than JMVYX: VEVYX (1.12) vs JMVYX (1.06). JMVYX was incepted earlier than VEVYX: JMVYX (9 years) vs VEVYX (12 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 : -15.81 vs. VEVYX (-20.22). VEVYX return over 5 years is better than : 35.80 vs. JMVYX (11.30).
| 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 | 12 years | - |
| Gain YTD | -12.527 | -14.165 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 15.3B | 73% |
| Annual Yield % from dividends | 1.06 | 1.12 | 95% |
| Returns for 1 year | -15.81 | -20.22 | 78% |
| Returns for 3 years | -19.53 | -16.41 | 119% |
| Returns for 5 years | 11.30 | 35.80 | 32% |
| Returns for 10 years | N/A | 25.08 | - |
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