Interact to see
Advertisement
Advertisement
JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$32.41
Change-$4.65 (-12.55%)
VolumeN/A
Net Assets11.37B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
JMVSX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX 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 JMVSX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVSX (11.4B). VEVYX pays higher dividends than JMVSX: VEVYX (0.89) vs JMVSX (0.83). 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 : 2.79 vs. JMVSX (-11.02). VEVYX return over 5 years is better than : 20.54 vs. JMVSX (-11.80).
| 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 | 4.279 | 6.775 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 16.2B | 70% |
| Annual Yield % from dividends | 0.83 | 0.89 | 93% |
| Returns for 1 year | -11.02 | 2.79 | -395% |
| Returns for 3 years | -7.88 | 3.61 | -219% |
| Returns for 5 years | -11.80 | 20.54 | -57% |
| Returns for 10 years | 12.08 | 88.67 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers