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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$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets287.5M
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
ISMSX vs VEVYX Comparison Chart in %
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ISMSX vs. VEVYX commentary
Jul 28, 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: 17.7B vs. ISMSX (287M). ISMSX pays higher dividends than VEVYX: ISMSX (1.45) vs VEVYX (1.09). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (13 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 : 2.31 vs. VEVYX (-4.06). VEVYX return over 5 years is better than : 43.23 vs. ISMSX (22.23).
| 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 | 13 years | - |
| Gain YTD | 3.880 | 2.971 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 17.7B | 2% |
| Annual Yield % from dividends | 1.45 | 1.09 | 132% |
| Returns for 1 year | 2.31 | -4.06 | -57% |
| Returns for 3 years | -14.94 | 7.34 | -203% |
| Returns for 5 years | 22.23 | 43.23 | 51% |
| Returns for 10 years | -12.63 | 52.03 | -24% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFSV | 25.68 | 0.10 | +0.38% |
| MFS Active Value ETF | |||
| CGO | 11.75 | 0.04 | +0.34% |
| Calamos Global Total Return Fund | |||
| FMNY | 25.68 | 0.02 | +0.06% |
| First Trust New York High Inc Mncpl ETF | |||
| FRA | 13.22 | N/A | N/A |
| Blackrock Floating Rate Income Strategies Fund | |||
| FNDC | 43.08 | -0.03 | -0.07% |
| Schwab Fundamental International SmEqETF | |||