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JMVRX vs VEVYX
JMVRX vs VEVYX Comparison
Open Charts JMVRX vs VEVYX
JPMorgan Mid Cap Value R5
Price$32.41
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets11.66B
Victory Sycamore Established Value Y
Price$45.65
Change-$1.93 (-4.06%)
VolumeN/A
Net Assets16.12B
JMVRX vs VEVYX Comparison Chart in %
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JMVRX vs. VEVYX commentary
Dec 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: 16.1B vs. JMVRX (11.7B). VEVYX pays higher dividends than JMVRX: VEVYX (1.02) vs JMVRX (0.91). 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 : -9.26 vs. JMVRX (-22.63). VEVYX return over 5 years is better than : 21.59 vs. JMVRX (-7.43).
| 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 | -11.020 | 4.348 | -253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.1B | 73% |
| Annual Yield % from dividends | 0.91 | 1.02 | 89% |
| Returns for 1 year | -22.63 | -9.26 | 244% |
| Returns for 3 years | -14.80 | 1.31 | -1,133% |
| Returns for 5 years | -7.43 | 21.59 | -34% |
| Returns for 10 years | N/A | 58.93 | - |
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