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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX 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 JMVRX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVRX (11.4B). JMVRX pays higher dividends than VEVYX: JMVRX (0.94) vs VEVYX (0.89). JMVRX was incepted earlier than VEVYX: JMVRX (9 years) vs VEVYX (13 years). JMVRX (0.80) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. JMVRX (39.00). JMVRX has a lower initial minimum investment than VEVYX: JMVRX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 2.79 vs. JMVRX (-10.51). VEVYX return over 5 years is better than : 20.54 vs. JMVRX (-10.36).
| JMVRX | VEVYX | JMVRX / VEVYX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.80 | 0.66 | 121% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.307 | 6.775 | 64% |
| 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 | 0.94 | 0.89 | 106% |
| Returns for 1 year | -10.51 | 2.79 | -377% |
| Returns for 3 years | -6.83 | 3.61 | -189% |
| Returns for 5 years | -10.36 | 20.54 | -50% |
| Returns for 10 years | N/A | 88.67 | - |
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