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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.09B
JMVZX vs VEVYX Comparison Chart
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JMVZX vs. VEVYX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVZX (12.3B). VEVYX pays higher dividends than JMVZX: VEVYX (1.15) vs JMVZX (0.51). JMVZX was incepted earlier than VEVYX: JMVZX (17 years) vs VEVYX (12 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 : -7.91 vs. VEVYX (-9.70). VEVYX return over 5 years is better than : 46.70 vs. JMVZX (14.18).
| 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 | 12 years | - |
| Gain YTD | -3.175 | -3.675 | 86% |
| 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 | 0.51 | 1.15 | 44% |
| Returns for 1 year | -7.91 | -9.70 | 82% |
| Returns for 3 years | -8.87 | -1.31 | 678% |
| Returns for 5 years | 14.18 | 46.70 | 30% |
| Returns for 10 years | -9.41 | 41.52 | -23% |
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