Interact to see
Advertisement
Advertisement
JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$32.76
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets11.67B
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
JMVZX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VEVYX commentary
Nov 20, 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 JMVZX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. JMVZX (11.7B). VEVYX pays higher dividends than JMVZX: VEVYX (1.05) vs JMVZX (0.49). JMVZX was incepted earlier than VEVYX: JMVZX (17 years) vs VEVYX (13 years). JMVZX (1.46) is less costly to investors than VEVYX (0.66). JMVZX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). JMVZX has a lower initial minimum investment than VEVYX: JMVZX (0) vs VEVYX (1000000). VEVYX (-12.99) and JMVZX (-13.08) have marching annual gain over last year. VEVYX return over 5 years is better than : 19.42 vs. JMVZX (-4.87).
| JMVZX | VEVYX | JMVZX / VEVYX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.46 | 0.66 | 221% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 0.986 | -1.135 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 15.8B | 74% |
| Annual Yield % from dividends | 0.49 | 1.05 | 46% |
| Returns for 1 year | -13.08 | -12.99 | 101% |
| Returns for 3 years | -6.09 | -2.70 | 225% |
| Returns for 5 years | -4.87 | 19.42 | -25% |
| Returns for 10 years | -1.85 | 42.90 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XHS | 101.71 | 0.19 | +0.19% |
| Stt Strt® SPDR® S&P®HlthCrSvcsETF | |||
| HYLS | 41.72 | 0.04 | +0.10% |
| First Trust Tactical High Yield ETF | |||
| WCEO | 31.27 | -0.04 | -0.13% |
| Hypatia Women CEO ETF | |||
| MORT | 10.29 | -0.02 | -0.19% |
| VanEck Mortgage REIT Income ETF | |||
| LYLD | 26.76 | -0.14 | -0.51% |
| Cambria LargeCap Shareholder Yield ETF | |||