Interact to see
Advertisement
Advertisement
JMVZX vs VEVYX
JMVZX vs VEVYX Comparison
Open Charts JMVZX vs VEVYX
JPMorgan Mid Cap Value R2
Price$28.40
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets11.55B
Victory Sycamore Established Value Y
Price$47.43
Change+$0.38 (+0.81%)
VolumeN/A
Net Assets16.11B
JMVZX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VEVYX commentary
Jan 15, 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: 16.1B vs. JMVZX (11.6B). VEVYX pays higher dividends than JMVZX: VEVYX (0.94) vs JMVZX (0.59). 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 : 3.15 vs. JMVZX (-12.34). VEVYX return over 5 years is better than : 20.08 vs. JMVZX (-18.51).
| 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 | 3.877 | 5.353 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.1B | 72% |
| Annual Yield % from dividends | 0.59 | 0.94 | 62% |
| Returns for 1 year | -12.34 | 3.15 | -392% |
| Returns for 3 years | -10.73 | 4.67 | -230% |
| Returns for 5 years | -18.51 | 20.08 | -92% |
| Returns for 10 years | 1.04 | 88.93 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RIFR | 25.89 | 0.17 | +0.66% |
| Russell Inv Global Infrastructure ETF | |||
| IDEC | 32.93 | 0.07 | +0.21% |
| Innovator Intl Dev Pwr Bffr ETF - Dec | |||
| BLST | 25.29 | 0.03 | +0.12% |
| Bluemonte Short Term Bond ETF | |||
| INCO | 63.74 | -0.03 | -0.05% |
| Columbia India Consumer ETF | |||
| USXF | 58.55 | -0.43 | -0.73% |
| iShares® ESG Advanced MSCI USA ETF | |||