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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$10.33
Change+$0.63 (+6.49%)
VolumeN/A
Net Assets283.46M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
ISMSX vs VEVYX Comparison Chart in %
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ISMSX vs. VEVYX commentary
Feb 04, 2026
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 StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. ISMSX (283M). ISMSX pays higher dividends than VEVYX: ISMSX (1.72) vs VEVYX (0.89). ISMSX was incepted earlier than VEVYX: ISMSX (17 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 (45.00). ISMSX has a lower initial minimum investment than VEVYX: ISMSX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 2.79 vs. ISMSX (-0.25). VEVYX return over 5 years is better than : 20.54 vs. ISMSX (-6.48).
| ISMSX | VEVYX | ISMSX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.66 | 232% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 5.516 | 6.775 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 16.2B | 2% |
| Annual Yield % from dividends | 1.72 | 0.89 | 194% |
| Returns for 1 year | -0.25 | 2.79 | -9% |
| Returns for 3 years | -7.38 | 3.61 | -205% |
| Returns for 5 years | -6.48 | 20.54 | -32% |
| Returns for 10 years | 17.26 | 88.67 | 19% |
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