Interact to see
Advertisement
Advertisement
JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$37.81
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets11.87B
Victory Sycamore Established Value Y
Price$45.92
Change-$0.46 (-0.99%)
VolumeN/A
Net Assets16.42B
JMVRX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VEVYX commentary
Nov 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 JMVRX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. JMVRX (11.9B). VEVYX pays higher dividends than JMVRX: VEVYX (1.05) vs JMVRX (0.94). 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 : -9.95 vs. VEVYX (-12.13). VEVYX return over 5 years is better than : 23.29 vs. JMVRX (5.29).
| 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 | 4.119 | 1.716 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.4B | 73% |
| Annual Yield % from dividends | 0.94 | 1.05 | 89% |
| Returns for 1 year | -9.95 | -12.13 | 82% |
| Returns for 3 years | -0.10 | -0.47 | 21% |
| Returns for 5 years | 5.29 | 23.29 | 23% |
| Returns for 10 years | N/A | 51.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVI | 38.75 | 0.15 | +0.39% |
| Franklin Intl Core Div Tlt Idx ETF | |||
| HVAC | 32.73 | 0.03 | +0.09% |
| Advisorshares HVAC And Industrials ETF | |||
| SCIO | 20.83 | N/A | +0.01% |
| First Trust Structured Crd Inc Opp ETF | |||
| RITA | 19.65 | -0.01 | -0.07% |
| ETFB Green SRI REITs ETF | |||
| GQRE | 60.67 | -0.09 | -0.14% |
| FlexShares Glbl Quality Real Estate ETF | |||