Ad is loading...
JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$31.83
Change-$0.75 (-2.30%)
VolumeN/A
Net Assets13.01B
Victory Sycamore Established Value Y
Price$45.33
Change-$0.78 (-1.69%)
VolumeN/A
Net Assets18.02B
JMVZX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VEVYX commentary
Mar 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18B vs. JMVZX (13B). 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 annual gain was more profitable for investors over the last year : -3.89 vs. JMVZX (-5.16). VEVYX return over 5 years is better than : 37.75 vs. JMVZX (-0.93).
| 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 | -1.880 | 0.348 | -540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 18B | 72% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | -5.16 | -3.89 | 133% |
| Returns for 3 years | -12.41 | 0.06 | -20,981% |
| Returns for 5 years | -0.93 | 37.75 | -2% |
| Returns for 10 years | -7.27 | 49.45 | -15% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SLVP | 13.06 | 0.13 | +1.01% |
| iShares MSCI Global Silver&Mtls Mnrs ETF | |||
| FEZ | 55.28 | 0.16 | +0.29% |
| SPDR® EURO STOXX 50 ETF | |||
| PSDM | 51.12 | 0.02 | +0.04% |
| PGIM Short Duration Mlt-Sect Bd ETF | |||
| EMD | 9.75 | -0.05 | -0.51% |
| Western Asset Emerging Markets Debt Fund | |||
| NDIV | 27.77 | -0.28 | -1.01% |
| Amplify Natural Resources Div Inc ETF | |||