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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.41B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.34B
JMVZX vs VEVYX Comparison Chart
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JMVZX vs. VEVYX commentary
Jun 14, 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: 17.3B vs. JMVZX (12.4B). VEVYX pays higher dividends than JMVZX: VEVYX (1.12) vs JMVZX (0.50). 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 : -3.52 vs. VEVYX (-5.40). VEVYX return over 5 years is better than : 42.30 vs. JMVZX (10.41).
| 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 | -0.986 | -1.320 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 17.3B | 72% |
| Annual Yield % from dividends | 0.50 | 1.12 | 45% |
| Returns for 1 year | -3.52 | -5.40 | 65% |
| Returns for 3 years | -1.40 | 5.87 | -24% |
| Returns for 5 years | 10.41 | 42.30 | 25% |
| Returns for 10 years | -7.95 | 43.83 | -18% |
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