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FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$37.18
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets526.12M
Victory Sycamore Established Value Y
Price$47.11
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets17.36B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX vs. VEVYX commentary
Sep 09, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.4B vs. FIVUX (526M). VEVYX pays higher dividends than FIVUX: VEVYX (1.06) vs FIVUX (0.99). 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 : 2.95 vs. VEVYX (-5.27). FIVUX return over 5 years is better than : 55.72 vs. VEVYX (39.70).
| 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 | 8.618 | 3.125 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 17.4B | 3% |
| Annual Yield % from dividends | 0.99 | 1.06 | 94% |
| Returns for 1 year | 2.95 | -5.27 | -56% |
| Returns for 3 years | 11.12 | 2.56 | 435% |
| Returns for 5 years | 55.72 | 39.70 | 140% |
| Returns for 10 years | -1.10 | 57.09 | -2% |
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