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IVOAX vs VEVYX
IVOAX vs VEVYX Comparison
Open Charts IVOAX vs VEVYX
Macquarie Mid Cap Income Opps A
Price$19.35
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
IVOAX vs VEVYX Comparison Chart in %
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IVOAX 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 IVOAX is a StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. IVOAX (923M). IVOAX pays higher dividends than VEVYX: IVOAX (1.42) vs VEVYX (1.09). IVOAX was incepted earlier than VEVYX: IVOAX (11 years) vs VEVYX (12 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 (17.00). 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 : 4.50 vs. VEVYX (-1.65). IVOAX return over 5 years is better than : 53.84 vs. VEVYX (48.38).
| 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 | 12 years | - |
| Gain YTD | 7.863 | 2.118 | 371% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.8B | 5% |
| Annual Yield % from dividends | 1.42 | 1.09 | 130% |
| Returns for 1 year | 4.50 | -1.65 | -273% |
| Returns for 3 years | 22.13 | 9.30 | 238% |
| Returns for 5 years | 53.84 | 48.38 | 111% |
| Returns for 10 years | 98.59 | 50.51 | 195% |