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NAMAX vs VEVYX
NAMAX vs VEVYX Comparison
Open Charts NAMAX vs VEVYX
Columbia Select Mid Cap Value Instl
Price$14.09
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets2.46B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
NAMAX vs VEVYX Comparison Chart in %
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NAMAX 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 NAMAX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. NAMAX (2.46B). VEVYX pays higher dividends than NAMAX: VEVYX (1.09) vs NAMAX (0.92). NAMAX was incepted earlier than VEVYX: NAMAX (24 years) vs VEVYX (12 years). NAMAX (0.90) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. NAMAX (10.00). NAMAX has a lower initial minimum investment than VEVYX: NAMAX (2000) vs VEVYX (1000000). NAMAX annual gain was more profitable for investors over the last year : 4.29 vs. VEVYX (-1.65). NAMAX return over 5 years is better than : 68.17 vs. VEVYX (48.38).
| NAMAX | VEVYX | NAMAX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 0.90 | 0.66 | 136% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.821 | 2.118 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 17.8B | 14% |
| Annual Yield % from dividends | 0.92 | 1.09 | 85% |
| Returns for 1 year | 4.29 | -1.65 | -261% |
| Returns for 3 years | 27.09 | 9.30 | 291% |
| Returns for 5 years | 68.17 | 48.38 | 141% |
| Returns for 10 years | -8.62 | 50.51 | -17% |
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