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IVOAX vs VEVYX
IVOAX vs VEVYX Comparison
Open Charts IVOAX vs VEVYX
Macquarie Mid Cap Income Opps A
Price$19.66
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets930.38M
Victory Sycamore Established Value Y
Price$46.75
Change-$0.29 (-0.62%)
VolumeN/A
Net Assets17.73B
IVOAX vs VEVYX Comparison Chart in %
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IVOAX vs. VEVYX commentary
Jul 29, 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 IVOAX is a StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. IVOAX (930M). IVOAX pays higher dividends than VEVYX: IVOAX (1.42) vs VEVYX (1.09). IVOAX was incepted earlier than VEVYX: IVOAX (11 years) vs VEVYX (13 years). IVOAX (1.25) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IVOAX (27.00). IVOAX has a lower initial minimum investment than VEVYX: IVOAX (1000) vs VEVYX (1000000). IVOAX annual gain was more profitable for investors over the last year : 1.58 vs. VEVYX (-5.96). IVOAX return over 5 years is better than : 48.71 vs. VEVYX (40.63).
| IVOAX | VEVYX | IVOAX / VEVYX | |
| Total Expense Ratio | 1.08 | 0.66 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.66 | 189% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.591 | 2.337 | 410% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 17.7B | 5% |
| Annual Yield % from dividends | 1.42 | 1.09 | 130% |
| Returns for 1 year | 1.58 | -5.96 | -27% |
| Returns for 3 years | 14.98 | 2.11 | 708% |
| Returns for 5 years | 48.71 | 40.63 | 120% |
| Returns for 10 years | 101.96 | 48.12 | 212% |
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