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IIVAX vs VEVYX
IIVAX vs VEVYX Comparison
Open Charts IIVAX vs VEVYX
Transamerica Small/Mid Cap Value A
Price$28.39
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets638.47M
Victory Sycamore Established Value Y
Price$46.94
Change+$0.45 (+0.97%)
VolumeN/A
Net Assets16B
IIVAX vs VEVYX Comparison Chart in %
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IIVAX vs. VEVYX commentary
Dec 05, 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 IIVAX is a Hold and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16B vs. IIVAX (638M). VEVYX pays higher dividends than IIVAX: VEVYX (1.02) vs IIVAX (0.74). IIVAX was incepted earlier than VEVYX: IIVAX (25 years) vs VEVYX (13 years). IIVAX (1.20) is less costly to investors than VEVYX (0.66). IIVAX is a more actively managed with annual turnover of: 46.00 vs. VEVYX (34.00). IIVAX has a lower initial minimum investment than VEVYX: IIVAX (1000) vs VEVYX (1000000). IIVAX annual gain was more profitable for investors over the last year : -8.46 vs. VEVYX (-12.07). VEVYX return over 5 years is better than : 18.34 vs. IIVAX (9.64).
| IIVAX | VEVYX | IIVAX / VEVYX | |
| Total Expense Ratio | 1.19 | 0.66 | 180% |
| Annual Report Gross Expense Ratio | 1.20 | 0.66 | 182% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 9.066 | 2.945 | 308% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 16B | 4% |
| Annual Yield % from dividends | 0.74 | 1.02 | 72% |
| Returns for 1 year | -8.46 | -12.07 | 70% |
| Returns for 3 years | -1.08 | -1.61 | 67% |
| Returns for 5 years | 9.64 | 18.34 | 53% |
| Returns for 10 years | 9.31 | 48.71 | 19% |
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