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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$36.84
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets12.39B
Victory Sycamore Established Value Y
Price$45.21
Change+$0.35 (+0.78%)
VolumeN/A
Net Assets17.13B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX vs. VEVYX commentary
Jun 28, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVYX (12.4B). 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 : -0.73 vs. VEVYX (-5.79). VEVYX return over 5 years is better than : 46.57 vs. JMVYX (24.17).
| 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 | -0.572 | -1.801 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 17.1B | 73% |
| Annual Yield % from dividends | 1.06 | 1.12 | 94% |
| Returns for 1 year | -0.73 | -5.79 | 13% |
| Returns for 3 years | 1.22 | 3.75 | 33% |
| Returns for 5 years | 24.17 | 46.57 | 52% |
| Returns for 10 years | N/A | 45.95 | - |
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