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IIVAX vs VEVYX
IIVAX vs VEVYX Comparison
Open Charts IIVAX vs VEVYX
Transamerica Small/Mid Cap Value A
Price$26.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets630.28M
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.83B
IIVAX vs VEVYX Comparison Chart in %
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IIVAX vs. VEVYX commentary
Dec 27, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. IIVAX (630M). 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 (46.00) and VEVYX (45.00) have comparable annual turnover. 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 : -0.57 vs. VEVYX (-1.16). VEVYX return over 5 years is better than : 20.22 vs. IIVAX (0.61).
| 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 | 0.346 | 0.028 | 1,247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 15.8B | 4% |
| Annual Yield % from dividends | 0.74 | 1.02 | 72% |
| Returns for 1 year | -0.57 | -1.16 | 49% |
| Returns for 3 years | 4.59 | 4.96 | 93% |
| Returns for 5 years | 0.61 | 20.22 | 3% |
| Returns for 10 years | 12.14 | 65.42 | 19% |
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