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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.71
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets11.95B
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX vs. VEVYX commentary
Oct 19, 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 JMVRX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. JMVRX (11.9B). VEVYX pays higher dividends than JMVRX: VEVYX (1.02) vs JMVRX (0.92). JMVRX was incepted earlier than VEVYX: JMVRX (9 years) vs VEVYX (13 years). JMVRX (0.79) is less costly to investors than VEVYX (0.66). JMVRX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). JMVRX has a lower initial minimum investment than VEVYX: JMVRX (0) vs VEVYX (1000000). JMVRX annual gain was more profitable for investors over the last year : -9.40 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. JMVRX (12.10).
| JMVRX | VEVYX | JMVRX / VEVYX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.864 | 0.751 | 381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.6B | 72% |
| Annual Yield % from dividends | 0.92 | 1.02 | 90% |
| Returns for 1 year | -9.40 | -12.29 | 77% |
| Returns for 3 years | 6.53 | 7.07 | 92% |
| Returns for 5 years | 12.10 | 31.88 | 38% |
| Returns for 10 years | N/A | 48.25 | - |
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