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FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$36.45
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets522.52M
Victory Sycamore Established Value Y
Price$46.55
Change+$0.40 (+0.87%)
VolumeN/A
Net Assets17.2B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX vs. VEVYX commentary
Aug 20, 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 FIVUX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. FIVUX (523M). VEVYX pays higher dividends than FIVUX: VEVYX (1.08) vs FIVUX (1.03). FIVUX was incepted earlier than VEVYX: FIVUX (12 years) vs VEVYX (13 years). FIVUX (0.94) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than VEVYX: FIVUX (0) vs VEVYX (1000000). FIVUX annual gain was more profitable for investors over the last year : -0.79 vs. VEVYX (-7.61). FIVUX return over 5 years is better than : 53.34 vs. VEVYX (37.01).
| FIVUX | VEVYX | FIVUX / VEVYX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 6.486 | 1.023 | 634% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 17.2B | 3% |
| Annual Yield % from dividends | 1.03 | 1.08 | 95% |
| Returns for 1 year | -0.79 | -7.61 | 10% |
| Returns for 3 years | 6.27 | -1.39 | -451% |
| Returns for 5 years | 53.34 | 37.01 | 144% |
| Returns for 10 years | -2.60 | 51.91 | -5% |
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