Interact to see
Advertisement
Advertisement
IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
IVOSX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX 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 IVOSX is a StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. IVOSX (923M). IVOSX pays higher dividends than VEVYX: IVOSX (1.75) vs VEVYX (1.09). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (12 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 (17.00). 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 : 4.86 vs. VEVYX (-1.65). IVOSX return over 5 years is better than : 56.45 vs. VEVYX (48.38).
| 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 | 12 years | - |
| Gain YTD | 8.045 | 2.118 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 17.8B | 5% |
| Annual Yield % from dividends | 1.75 | 1.09 | 160% |
| Returns for 1 year | 4.86 | -1.65 | -295% |
| Returns for 3 years | 23.27 | 9.30 | 250% |
| Returns for 5 years | 56.45 | 48.38 | 117% |
| Returns for 10 years | 103.95 | 50.51 | 206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement