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TRVRX vs VEVYX
TRVRX vs VEVYX Comparison
Open Charts TRVRX vs VEVYX
Nuveen Mid Cap Value Retire
Price$18.82
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
TRVRX vs VEVYX Comparison Chart in %
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TRVRX vs. VEVYX commentary
Feb 04, 2026
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 TRVRX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. TRVRX (1.62B). TRVRX pays higher dividends than VEVYX: TRVRX (1.47) vs VEVYX (0.89). TRVRX was incepted earlier than VEVYX: TRVRX (23 years) vs VEVYX (13 years). TRVRX (0.71) is less costly to investors than VEVYX (0.66). TRVRX is a more actively managed with annual turnover of: 48.00 vs. VEVYX (45.00). TRVRX has a lower initial minimum investment than VEVYX: TRVRX (0) vs VEVYX (1000000). TRVRX annual gain was more profitable for investors over the last year : 6.72 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. TRVRX (13.05).
| TRVRX | VEVYX | TRVRX / VEVYX | |
| Total Expense Ratio | 0.71 | 0.66 | 108% |
| Annual Report Gross Expense Ratio | 0.71 | 0.66 | 108% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.671 | 6.775 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 16.2B | 10% |
| Annual Yield % from dividends | 1.47 | 0.89 | 165% |
| Returns for 1 year | 6.72 | 2.79 | 241% |
| Returns for 3 years | 22.59 | 3.61 | 626% |
| Returns for 5 years | 13.05 | 20.54 | 64% |
| Returns for 10 years | 11.41 | 88.67 | 13% |
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