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IIVAX vs VEVYX
IIVAX vs VEVYX Comparison
Open Charts IIVAX vs VEVYX
Transamerica Small/Mid Cap Value A
Price$27.39
Change-$0.24 (-0.87%)
VolumeN/A
Net Assets629.66M
Victory Sycamore Established Value Y
Price$45.92
Change-$0.46 (-0.99%)
VolumeN/A
Net Assets16.42B
IIVAX vs VEVYX Comparison Chart in %
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IIVAX vs. VEVYX commentary
Nov 14, 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 StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. IIVAX (630M). VEVYX pays higher dividends than IIVAX: VEVYX (1.05) vs IIVAX (0.76). 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 : -10.10 vs. VEVYX (-12.13). VEVYX return over 5 years is better than : 23.29 vs. IIVAX (13.59).
| 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 | 5.225 | 1.716 | 304% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 16.4B | 4% |
| Annual Yield % from dividends | 0.76 | 1.05 | 72% |
| Returns for 1 year | -10.10 | -12.13 | 83% |
| Returns for 3 years | -1.67 | -0.47 | 353% |
| Returns for 5 years | 13.59 | 23.29 | 58% |
| Returns for 10 years | 7.89 | 51.15 | 15% |
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