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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.46
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets864.84M
Victory Sycamore Established Value Y
Price$46.42
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets16.58B
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Oct 21, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. IVOSX (865M). IVOSX pays higher dividends than VEVYX: IVOSX (1.64) vs VEVYX (1.02). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (13 years). IVOSX (0.92) 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 : -4.24 vs. VEVYX (-12.29). IVOSX return over 5 years is better than : 43.69 vs. VEVYX (31.88).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | 0.73 | 0.66 | 111% |
| Annual Report Gross Expense Ratio | 0.92 | 0.66 | 139% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.043 | 0.751 | 1,203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 16.6B | 5% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | -4.24 | -12.29 | 34% |
| Returns for 3 years | 27.54 | 7.07 | 389% |
| Returns for 5 years | 43.69 | 31.88 | 137% |
| Returns for 10 years | 108.73 | 48.25 | 225% |
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