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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$32.33
Change-$0.95 (-2.85%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
JMVZX vs VEVYX Comparison Chart
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JMVZX 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 JMVZX is a Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. JMVZX (13.5B). VEVYX pays higher dividends than JMVZX: VEVYX (1.26) vs JMVZX (0.75). JMVZX was incepted earlier than VEVYX: JMVZX (16 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than VEVYX: JMVZX (0) vs VEVYX (1000000). VEVYX (4.41) and JMVZX (4.35) have marching annual gain over last year. VEVYX return over 5 years is better than : 26.20 vs. JMVZX (-7.80).
| JMVZX | VEVYX | JMVZX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 3.354 | 3.246 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 18.7B | 72% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | 4.35 | 4.41 | 99% |
| Returns for 3 years | -8.52 | 3.35 | -254% |
| Returns for 5 years | -7.80 | 26.20 | -30% |
| Returns for 10 years | -2.11 | 39.52 | -5% |
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