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ADLVX vs VEVYX
ADLVX vs VEVYX Comparison
Open Charts ADLVX vs VEVYX
Adler Value Institutional
Price$32.17
Change+$1.30 (+4.21%)
VolumeN/A
Net Assets4.55M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
ADLVX vs VEVYX Comparison Chart in %
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ADLVX 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 ADLVX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. ADLVX (4.55M). ADLVX pays higher dividends than VEVYX: ADLVX (0.96) vs VEVYX (0.89). ADLVX was incepted earlier than VEVYX: ADLVX (7 years) vs VEVYX (13 years). ADLVX (6.47) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. ADLVX (22.00). ADLVX has a lower initial minimum investment than VEVYX: ADLVX (2500) vs VEVYX (1000000). ADLVX annual gain was more profitable for investors over the last year : 15.70 vs. VEVYX (2.79). ADLVX return over 5 years is better than : 36.17 vs. VEVYX (20.54).
| ADLVX | VEVYX | ADLVX / VEVYX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 6.47 | 0.66 | 980% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.908 | 6.775 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55M | 16.2B | 0% |
| Annual Yield % from dividends | 0.96 | 0.89 | 107% |
| Returns for 1 year | 15.70 | 2.79 | 562% |
| Returns for 3 years | 28.88 | 3.61 | 801% |
| Returns for 5 years | 36.17 | 20.54 | 176% |
| Returns for 10 years | N/A | 88.67 | - |
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