JPPEX vs. VEVRX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Victory Sycamore Established Value Fund Class R6 (VEVRX).
JPPEX is managed by JPMorgan. VEVRX is an actively managed fund by Victory. It was launched on Aug 16, 1983.
Performance
JPPEX vs. VEVRX - Performance Comparison
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JPPEX vs. VEVRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | -2.55% | 6.34% | 18.87% | 16.46% | -15.83% | 20.24% | 22.96% | 33.03% | -7.96% | 21.54% |
VEVRX Victory Sycamore Established Value Fund Class R6 | 2.91% | 2.66% | 10.18% | 10.46% | -2.51% | 31.96% | 8.15% | 28.84% | -10.04% | 16.09% |
Returns By Period
In the year-to-date period, JPPEX achieves a -2.55% return, which is significantly lower than VEVRX's 2.91% return. Both investments have delivered pretty close results over the past 10 years, with JPPEX having a 10.99% annualized return and VEVRX not far behind at 10.71%.
JPPEX
- 1D
- -0.50%
- 1M
- -7.84%
- YTD
- -2.55%
- 6M
- -2.77%
- 1Y
- 8.42%
- 3Y*
- 11.57%
- 5Y*
- 6.08%
- 10Y*
- 10.99%
VEVRX
- 1D
- -0.32%
- 1M
- -6.79%
- YTD
- 2.91%
- 6M
- 2.50%
- 1Y
- 8.08%
- 3Y*
- 8.11%
- 5Y*
- 7.28%
- 10Y*
- 10.71%
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JPPEX vs. VEVRX - Expense Ratio Comparison
JPPEX has a 0.64% expense ratio, which is higher than VEVRX's 0.54% expense ratio.
Return for Risk
JPPEX vs. VEVRX — Risk / Return Rank
JPPEX
VEVRX
JPPEX vs. VEVRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Victory Sycamore Established Value Fund Class R6 (VEVRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JPPEX | VEVRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.51 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.86 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.12 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.57 | +0.01 |
Martin ratioReturn relative to average drawdown | 2.59 | 2.36 | +0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPPEX | VEVRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.51 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.43 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.48 | +0.04 |
Correlation
The correlation between JPPEX and VEVRX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JPPEX vs. VEVRX - Dividend Comparison
JPPEX's dividend yield for the trailing twelve months is around 6.62%, more than VEVRX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 6.62% | 6.45% | 8.83% | 0.73% | 3.06% | 7.83% | 11.84% | 8.84% | 13.25% | 6.03% | 3.49% | 5.29% |
VEVRX Victory Sycamore Established Value Fund Class R6 | 5.07% | 4.81% | 11.61% | 6.20% | 8.30% | 8.42% | 5.50% | 6.12% | 10.72% | 3.36% | 1.53% | 11.57% |
Drawdowns
JPPEX vs. VEVRX - Drawdown Comparison
The maximum JPPEX drawdown since its inception was -38.32%, smaller than the maximum VEVRX drawdown of -41.00%. Use the drawdown chart below to compare losses from any high point for JPPEX and VEVRX.
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Drawdown Indicators
| JPPEX | VEVRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -41.00% | +2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -13.10% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -20.25% | -4.67% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -41.00% | +2.68% |
Current DrawdownCurrent decline from peak | -8.21% | -6.94% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -5.12% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.14% | -0.39% |
Volatility
JPPEX vs. VEVRX - Volatility Comparison
JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) has a higher volatility of 4.41% compared to Victory Sycamore Established Value Fund Class R6 (VEVRX) at 3.89%. This indicates that JPPEX's price experiences larger fluctuations and is considered to be riskier than VEVRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPPEX | VEVRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.89% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 8.94% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 17.28% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 17.07% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 19.20% | +0.36% |