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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$33.54
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets12.26B
Victory Sycamore Established Value Y
Price$46.64
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets17.09B
JMVZX vs VEVYX Comparison Chart in %
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JMVZX vs. VEVYX commentary
Oct 08, 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 Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVZX (12.3B). VEVYX pays higher dividends than JMVZX: VEVYX (1.02) vs JMVZX (0.48). 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). VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than VEVYX: JMVZX (0) vs VEVYX (1000000). JMVZX annual gain was more profitable for investors over the last year : -6.86 vs. VEVYX (-8.40). VEVYX return over 5 years is better than : 34.59 vs. JMVZX (4.95).
| 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 | 3.761 | 3.010 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | -6.86 | -8.40 | 82% |
| Returns for 3 years | 6.22 | 12.37 | 50% |
| Returns for 5 years | 4.95 | 34.59 | 14% |
| Returns for 10 years | 1.49 | 52.15 | 3% |
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