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JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$28.49
Change-$4.81 (-14.44%)
VolumeN/A
Net Assets11.36B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
JMVZX vs VEVYX Comparison Chart in %
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JMVZX 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 JMVZX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. JMVZX (11.4B). VEVYX pays higher dividends than JMVZX: VEVYX (0.89) vs JMVZX (0.57). JMVZX was incepted earlier than VEVYX: JMVZX (17 years) vs VEVYX (13 years). JMVZX (1.48) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. JMVZX (39.00). JMVZX has a lower initial minimum investment than VEVYX: JMVZX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 2.79 vs. JMVZX (-13.49). VEVYX return over 5 years is better than : 20.54 vs. JMVZX (-18.53).
| JMVZX | VEVYX | JMVZX / VEVYX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.48 | 0.66 | 224% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 4.206 | 6.775 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 16.2B | 70% |
| Annual Yield % from dividends | 0.57 | 0.89 | 64% |
| Returns for 1 year | -13.49 | 2.79 | -483% |
| Returns for 3 years | -12.70 | 3.61 | -352% |
| Returns for 5 years | -18.53 | 20.54 | -90% |
| Returns for 10 years | -0.13 | 88.67 | -0% |
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