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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.51
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.24B
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. IVOSX (899M). IVOSX pays higher dividends than VEVYX: IVOSX (1.72) vs VEVYX (1.08). 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 : 2.19 vs. VEVYX (-7.20). IVOSX return over 5 years is better than : 47.53 vs. VEVYX (34.80).
| 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 | 8.882 | 1.133 | 784% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 17.2B | 5% |
| Annual Yield % from dividends | 1.72 | 1.08 | 159% |
| Returns for 1 year | 2.19 | -7.20 | -30% |
| Returns for 3 years | 9.01 | -2.80 | -322% |
| Returns for 5 years | 47.53 | 34.80 | 137% |
| Returns for 10 years | 105.72 | 45.03 | 235% |
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