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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$38.11
Change+$0.49 (+1.30%)
VolumeN/A
Net Assets12.26B
Victory Sycamore Established Value Y
Price$46.91
Change+$0.53 (+1.14%)
VolumeN/A
Net Assets17.14B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX vs. VEVYX commentary
Sep 29, 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 JMVYX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. JMVYX (12.3B). VEVYX pays higher dividends than JMVYX: VEVYX (1.06) vs JMVYX (1.00). JMVYX was incepted earlier than VEVYX: JMVYX (9 years) vs VEVYX (13 years). JMVYX (0.69) and VEVYX (0.66) have similar cost to investors . VEVYX is a more actively managed with annual turnover of: 34.00 vs. JMVYX (28.00). VEVYX has a lower initial minimum investment than JMVYX: VEVYX (1000000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : -6.10 vs. VEVYX (-9.34). VEVYX return over 5 years is better than : 44.27 vs. JMVYX (22.09).
| JMVYX | VEVYX | JMVYX / VEVYX | |
| Total Expense Ratio | 0.60 | 0.66 | 91% |
| Annual Report Gross Expense Ratio | 0.69 | 0.66 | 105% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.785 | 2.879 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 1.00 | 1.06 | 95% |
| Returns for 1 year | -6.10 | -9.34 | 65% |
| Returns for 3 years | 12.72 | 15.03 | 85% |
| Returns for 5 years | 22.09 | 44.27 | 50% |
| Returns for 10 years | N/A | 61.83 | - |
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