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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$31.46
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.82B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Dec 28, 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 JMVSX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. JMVSX (11.6B). VEVYX pays higher dividends than JMVSX: VEVYX (1.02) vs JMVSX (0.80). JMVSX was incepted earlier than VEVYX: JMVSX (24 years) vs VEVYX (13 years). JMVSX (0.95) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. JMVSX (39.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. VEVYX annual gain was more profitable for investors over the last year : -1.16 vs. JMVSX (-13.74). VEVYX return over 5 years is better than : 20.22 vs. JMVSX (-10.32).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | 0.84 | 0.66 | 127% |
| Annual Report Gross Expense Ratio | 0.95 | 0.66 | 144% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -12.538 | 0.028 | -45,237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 15.8B | 73% |
| Annual Yield % from dividends | 0.80 | 1.02 | 78% |
| Returns for 1 year | -13.74 | -1.16 | 1,189% |
| Returns for 3 years | -4.97 | 4.96 | -100% |
| Returns for 5 years | -10.32 | 20.22 | -51% |
| Returns for 10 years | -1.20 | 65.42 | -2% |
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