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CLIFX vs VEVYX
CLIFX vs VEVYX Comparison
Open Charts CLIFX vs VEVYX
Lone Peak Value Institutional
Price$23.83
Change+$1.79 (+8.12%)
VolumeN/A
Net Assets145.03M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
CLIFX vs VEVYX Comparison Chart in %
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CLIFX 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 CLIFX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. CLIFX (145M). CLIFX pays higher dividends than VEVYX: CLIFX (1.22) vs VEVYX (0.89). CLIFX was incepted earlier than VEVYX: CLIFX (12 years) vs VEVYX (13 years). CLIFX (1.17) is less costly to investors than VEVYX (0.66). CLIFX is a more actively managed with annual turnover of: 71.51 vs. VEVYX (45.00). CLIFX has a lower initial minimum investment than VEVYX: CLIFX (100000) vs VEVYX (1000000). CLIFX annual gain was more profitable for investors over the last year : 20.28 vs. VEVYX (2.79). CLIFX return over 5 years is better than : 40.16 vs. VEVYX (20.54).
| CLIFX | VEVYX | CLIFX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.17 | 0.66 | 177% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 4.609 | 6.775 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 16.2B | 1% |
| Annual Yield % from dividends | 1.22 | 0.89 | 137% |
| Returns for 1 year | 20.28 | 2.79 | 726% |
| Returns for 3 years | 29.86 | 3.61 | 828% |
| Returns for 5 years | 40.16 | 20.54 | 196% |
| Returns for 10 years | 177.61 | 88.67 | 200% |
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