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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.79
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Jul 27, 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 IVOSX is a StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. IVOSX (930M). IVOSX pays higher dividends than VEVYX: IVOSX (1.75) vs VEVYX (1.09). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (13 years). IVOSX (0.93) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than VEVYX: IVOSX (0) vs VEVYX (1000000). IVOSX annual gain was more profitable for investors over the last year : 4.04 vs. VEVYX (-4.06). IVOSX return over 5 years is better than : 55.56 vs. VEVYX (43.23).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | 0.73 | 0.66 | 111% |
| Annual Report Gross Expense Ratio | 0.93 | 0.66 | 141% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 10.445 | 2.971 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 17.7B | 5% |
| Annual Yield % from dividends | 1.75 | 1.09 | 160% |
| Returns for 1 year | 4.04 | -4.06 | -99% |
| Returns for 3 years | 21.28 | 7.34 | 290% |
| Returns for 5 years | 55.56 | 43.23 | 129% |
| Returns for 10 years | 110.04 | 52.03 | 211% |
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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 | |||