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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$37.82
Change-$0.08 (-0.21%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.35
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
JMVZX vs VEVYX Comparison Chart
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JMVZX vs. VEVYX commentary
Nov 18, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 19.2B vs. JMVZX (14.1B). 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). JMVZX annual gain was more profitable for investors over the last year : 21.37 vs. VEVYX (17.67). VEVYX return over 5 years is better than : 35.67 vs. JMVZX (2.78).
| 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 | 17.453 | 13.788 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 19.2B | 73% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | 21.37 | 17.67 | 121% |
| Returns for 3 years | -13.86 | 2.89 | -479% |
| Returns for 5 years | 2.78 | 35.67 | 8% |
| Returns for 10 years | 5.82 | 56.46 | 10% |
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