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JMVQX vs VEVYX
JMVQX vs VEVYX Comparison
Open Charts JMVQX vs VEVYX
JPMorgan Mid Cap Value R4
Price$32.04
Change-$4.69 (-12.77%)
VolumeN/A
Net Assets11.36B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
JMVQX vs VEVYX Comparison Chart in %
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JMVQX vs. VEVYX commentary
Feb 04, 2026
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 JMVQX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVQX (11.4B). VEVYX (0.89) and JMVQX (0.86) have matching dividends . JMVQX was incepted earlier than VEVYX: JMVQX (9 years) vs VEVYX (13 years). JMVQX (0.95) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. JMVQX (39.00). JMVQX has a lower initial minimum investment than VEVYX: JMVQX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 2.79 vs. JMVQX (-11.21). VEVYX return over 5 years is better than : 20.54 vs. JMVQX (-12.30).
| JMVQX | VEVYX | JMVQX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.95 | 0.66 | 144% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.263 | 6.775 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 16.2B | 70% |
| Annual Yield % from dividends | 0.86 | 0.89 | 97% |
| Returns for 1 year | -11.21 | 2.79 | -401% |
| Returns for 3 years | -8.18 | 3.61 | -227% |
| Returns for 5 years | -12.30 | 20.54 | -60% |
| Returns for 10 years | N/A | 88.67 | - |
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