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JMVYX vs VEVYX
JMVYX vs VEVYX Comparison
Open Charts JMVYX vs VEVYX
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
JMVYX vs VEVYX Comparison Chart in %
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JMVYX vs. VEVYX commentary
Feb 05, 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 JMVYX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVYX (11.4B). JMVYX pays higher dividends than VEVYX: JMVYX (1.02) vs VEVYX (0.89). JMVYX was incepted earlier than VEVYX: JMVYX (9 years) vs VEVYX (13 years). JMVYX (0.70) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. JMVYX (39.00). VEVYX has a lower initial minimum investment than JMVYX: VEVYX (1000000) vs JMVYX (15000000). VEVYX annual gain was more profitable for investors over the last year : 2.79 vs. JMVYX (-10.38). VEVYX return over 5 years is better than : 20.54 vs. JMVYX (-9.90).
| JMVYX | VEVYX | JMVYX / VEVYX | |
| Total Expense Ratio | 0.60 | 0.66 | 91% |
| Annual Report Gross Expense Ratio | 0.70 | 0.66 | 106% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.297 | 6.775 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 16.2B | 70% |
| Annual Yield % from dividends | 1.02 | 0.89 | 115% |
| Returns for 1 year | -10.38 | 2.79 | -372% |
| Returns for 3 years | -6.49 | 3.61 | -180% |
| Returns for 5 years | -9.90 | 20.54 | -48% |
| Returns for 10 years | N/A | 88.67 | - |
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