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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$10.08
Change-$0.16 (-1.56%)
VolumeN/A
Net Assets275.72M
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.12B
ISMSX vs VEVYX Comparison Chart
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ISMSX vs. VEVYX commentary
Jun 16, 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: 17.1B vs. ISMSX (276M). ISMSX pays higher dividends than VEVYX: ISMSX (1.48) vs VEVYX (1.12). 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 : 1.45 vs. VEVYX (-6.53). VEVYX return over 5 years is better than : 40.61 vs. ISMSX (19.24).
| 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 | -2.231 | -2.497 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 17.1B | 2% |
| Annual Yield % from dividends | 1.48 | 1.12 | 132% |
| Returns for 1 year | 1.45 | -6.53 | -22% |
| Returns for 3 years | -17.62 | 4.61 | -383% |
| Returns for 5 years | 19.24 | 40.61 | 47% |
| Returns for 10 years | -20.31 | 42.12 | -48% |
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