FIVUX
Price
$37.21
Change
+$0.07 (+0.19%)
Updated
Oct 17 closing price
Net Assets
515.25M
VEVYX
Price
$45.94
Change
+$0.15 (+0.33%)
Updated
Oct 17 closing price
Net Assets
16.58B
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FIVUX vs VEVYX

Header iconFIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYXBanner chart's image
Macquarie Opportunity Instl
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX 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 FIVUX is a Hold and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. FIVUX (515M). VEVYX (1.02) and FIVUX (0.98) have matching dividends . FIVUX was incepted earlier than VEVYX: FIVUX (13 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 : -4.58 vs. VEVYX (-12.29). FIVUX return over 5 years is better than : 48.98 vs. VEVYX (31.88).
FIVUXVEVYXFIVUX / VEVYX
Total Expense Ratio0.860.66130%
Annual Report Gross Expense Ratio0.940.66142%
Fund Existence13 years13 years-
Gain YTD8.7060.7511,159%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets515M16.6B3%
Annual Yield % from dividends0.981.0296%
Returns for 1 year-4.58-12.2937%
Returns for 3 years19.317.07273%
Returns for 5 years48.9831.88154%
Returns for 10 years-1.0748.25-2%
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