ADLVX
Price
$30.34
Change
+$0.13 (+0.43%)
Updated
Oct 17 closing price
Net Assets
4.25M
VEVYX
Price
$45.94
Change
+$0.15 (+0.33%)
Updated
Oct 17 closing price
Net Assets
16.58B
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ADLVX vs VEVYX

Header iconADLVX vs VEVYX Comparison
Open Charts ADLVX vs VEVYXBanner chart's image
Adler Value Institutional
Price$30.34
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.25M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
ADLVX vs VEVYX Comparison Chart in %
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ADLVX vs. VEVYX commentary
Oct 19, 2025

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.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. ADLVX (4.25M). ADLVX pays higher dividends than VEVYX: ADLVX (1.25) vs VEVYX (1.02). 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: 34.00 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 : 5.02 vs. VEVYX (-12.29). ADLVX return over 5 years is better than : 56.66 vs. VEVYX (31.88).
ADLVXVEVYXADLVX / VEVYX
Total Expense Ratio1.310.66198%
Annual Report Gross Expense Ratio6.470.66980%
Fund Existence7 years13 years-
Gain YTD11.8320.7511,575%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.25M16.6B0%
Annual Yield % from dividends1.251.02123%
Returns for 1 year5.02-12.29-41%
Returns for 3 years27.517.07389%
Returns for 5 years56.6631.88178%
Returns for 10 yearsN/A48.25-
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