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ADLVX vs VEVYX
ADLVX vs VEVYX Comparison
Open Charts ADLVX vs VEVYX
Adler Value Institutional
Price$29.82
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets4.16M
Victory Sycamore Established Value Y
Price$45.08
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets15.88B
ADLVX vs VEVYX Comparison Chart in %
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ADLVX vs. VEVYX commentary
Nov 20, 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 ADLVX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. ADLVX (4.16M). ADLVX pays higher dividends than VEVYX: ADLVX (1.27) vs VEVYX (1.05). ADLVX was incepted earlier than VEVYX: ADLVX (7 years) vs VEVYX (13 years). ADLVX (6.47) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. ADLVX (22.00). ADLVX has a lower initial minimum investment than VEVYX: ADLVX (2500) vs VEVYX (1000000). ADLVX annual gain was more profitable for investors over the last year : 2.60 vs. VEVYX (-13.44). ADLVX return over 5 years is better than : 40.46 vs. VEVYX (18.53).
| ADLVX | VEVYX | ADLVX / VEVYX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 6.47 | 0.66 | 980% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 9.547 | -1.266 | -754% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16M | 15.9B | 0% |
| Annual Yield % from dividends | 1.27 | 1.05 | 120% |
| Returns for 1 year | 2.60 | -13.44 | -19% |
| Returns for 3 years | 16.82 | -2.83 | -594% |
| Returns for 5 years | 40.46 | 18.53 | 218% |
| Returns for 10 years | N/A | 42.71 | - |
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