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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$37.80
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets12B
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX vs. VEVYX commentary
Oct 19, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. JMVYX (12B). VEVYX (1.02) and JMVYX (1.01) have matching dividends . 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 . JMVYX is a more actively managed with annual turnover of: 39.00 vs. VEVYX (34.00). 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 : -9.29 vs. VEVYX (-12.29). VEVYX return over 5 years is better than : 31.88 vs. JMVYX (12.63).
| 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 | 2.941 | 0.751 | 391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.6B | 72% |
| Annual Yield % from dividends | 1.01 | 1.02 | 99% |
| Returns for 1 year | -9.29 | -12.29 | 76% |
| Returns for 3 years | 6.79 | 7.07 | 96% |
| Returns for 5 years | 12.63 | 31.88 | 40% |
| Returns for 10 years | N/A | 48.25 | - |
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