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IIVLX vs VEVYX
IIVLX vs VEVYX Comparison
Open Charts IIVLX vs VEVYX
Transamerica Small/Mid Cap Value C
Price$20.98
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets628.24M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
IIVLX vs VEVYX Comparison Chart in %
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IIVLX 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 IIVLX is a StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. IIVLX (628M). VEVYX pays higher dividends than IIVLX: VEVYX (1.02) vs IIVLX (0.17). IIVLX was incepted earlier than VEVYX: IIVLX (23 years) vs VEVYX (13 years). IIVLX (1.94) is less costly to investors than VEVYX (0.66). IIVLX is a more actively managed with annual turnover of: 46.00 vs. VEVYX (34.00). IIVLX has a lower initial minimum investment than VEVYX: IIVLX (1000) vs VEVYX (1000000). IIVLX (-12.28) and VEVYX (-12.29) have marching annual gain over last year. VEVYX return over 5 years is better than : 31.88 vs. IIVLX (10.49).
| IIVLX | VEVYX | IIVLX / VEVYX | |
| Total Expense Ratio | 1.94 | 0.66 | 294% |
| Annual Report Gross Expense Ratio | 1.94 | 0.66 | 294% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.534 | 0.751 | 603% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 16.6B | 4% |
| Annual Yield % from dividends | 0.17 | 1.02 | 16% |
| Returns for 1 year | -12.28 | -12.29 | 100% |
| Returns for 3 years | -3.29 | 7.07 | -47% |
| Returns for 5 years | 10.49 | 31.88 | 33% |
| Returns for 10 years | -10.61 | 48.25 | -22% |
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