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ISMSX vs VEVYX
ISMSX vs VEVYX Comparison
Open Charts ISMSX vs VEVYX
VY® American Century Sm-Mid Cp Val S2
Price$10.59
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
ISMSX vs VEVYX Comparison Chart in %
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ISMSX vs. VEVYX commentary
Jul 07, 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 ISMSX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. ISMSX (288M). ISMSX pays higher dividends than VEVYX: ISMSX (1.45) vs VEVYX (1.09). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (12 years). ISMSX (1.53) is less costly to investors than VEVYX (0.66). ISMSX is a more actively managed with annual turnover of: 51.00 vs. VEVYX (34.00). ISMSX has a lower initial minimum investment than VEVYX: ISMSX (0) vs VEVYX (1000000). ISMSX annual gain was more profitable for investors over the last year : 6.91 vs. VEVYX (-1.65). VEVYX return over 5 years is better than : 48.38 vs. ISMSX (25.28).
| ISMSX | VEVYX | ISMSX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.66 | 232% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 2.716 | 2.118 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 17.8B | 2% |
| Annual Yield % from dividends | 1.45 | 1.09 | 132% |
| Returns for 1 year | 6.91 | -1.65 | -420% |
| Returns for 3 years | -13.93 | 9.30 | -150% |
| Returns for 5 years | 25.28 | 48.38 | 52% |
| Returns for 10 years | -14.84 | 50.51 | -29% |
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