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JMVSX vs VEVYX
JMVSX vs VEVYX Comparison
Open Charts JMVSX vs VEVYX
JPMorgan Mid Cap Value I
Price$37.45
Change-$0.17 (-0.45%)
VolumeN/A
Net Assets11.95B
Victory Sycamore Established Value Y
Price$46.94
Change+$0.45 (+0.97%)
VolumeN/A
Net Assets16.21B
JMVSX vs VEVYX Comparison Chart in %
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JMVSX vs. VEVYX commentary
Dec 04, 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 Buy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVSX (11.9B). 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 (0.94) is less costly to investors than VEVYX (0.66). JMVSX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). JMVSX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : -11.40 vs. VEVYX (-12.93). VEVYX return over 5 years is better than : 20.07 vs. JMVSX (1.46).
| JMVSX | VEVYX | JMVSX / VEVYX | |
| Total Expense Ratio | 0.84 | 0.66 | 127% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.587 | 2.309 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.2B | 73% |
| Annual Yield % from dividends | 0.80 | 1.02 | 78% |
| Returns for 1 year | -11.40 | -12.93 | 88% |
| Returns for 3 years | -2.65 | -2.22 | 120% |
| Returns for 5 years | 1.46 | 20.07 | 7% |
| Returns for 10 years | 10.51 | 47.79 | 22% |
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