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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$33.72
Change+$0.33 (+0.99%)
VolumeN/A
Net Assets13.4B
Victory Sycamore Established Value Y
Price$47.95
Change+$0.47 (+0.99%)
VolumeN/A
Net Assets18.76B
JMVZX vs VEVYX Comparison Chart
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JMVZX vs. VEVYX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. JMVZX (13.4B). 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 : 5.83 vs. VEVYX (4.25). VEVYX return over 5 years is better than : 29.39 vs. JMVZX (-3.85).
| 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 | 3.946 | 3.330 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 18.8B | 71% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | 5.83 | 4.25 | 137% |
| Returns for 3 years | -8.09 | 2.86 | -283% |
| Returns for 5 years | -3.85 | 29.39 | -13% |
| Returns for 10 years | 0.62 | 58.88 | 1% |
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