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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$29.88
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets11.62B
Victory Sycamore Established Value Y
Price$41.66
Change+$0.58 (+1.41%)
VolumeN/A
Net Assets15.94B
JMVZX vs VEVYX Comparison Chart
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JMVZX vs. VEVYX commentary
Apr 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: 15.9B vs. JMVZX (11.6B). VEVYX pays higher dividends than JMVZX: VEVYX (1.12) vs JMVZX (0.50). JMVZX was incepted earlier than VEVYX: JMVZX (16 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 : -12.20 vs. VEVYX (-15.17). VEVYX return over 5 years is better than : 41.74 vs. JMVZX (7.06).
| JMVZX | VEVYX | JMVZX / VEVYX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.46 | 0.66 | 221% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -9.186 | -10.414 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 15.9B | 73% |
| Annual Yield % from dividends | 0.50 | 1.12 | 45% |
| Returns for 1 year | -12.20 | -15.17 | 80% |
| Returns for 3 years | -19.59 | -12.42 | 158% |
| Returns for 5 years | 7.06 | 41.74 | 17% |
| Returns for 10 years | -15.99 | 31.10 | -51% |
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