Interact to see
Advertisement
Advertisement
ADLVX vs VEVYX
ADLVX vs VEVYX Comparison
Open Charts ADLVX vs VEVYX
Adler Value Institutional
Price$28.67
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets3.97M
Victory Sycamore Established Value Y
Price$45.80
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets17.23B
ADLVX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADLVX vs. VEVYX commentary
Aug 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 ADLVX is a StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. ADLVX (3.97M). ADLVX pays higher dividends than VEVYX: ADLVX (1.36) vs VEVYX (1.08). ADLVX was incepted earlier than VEVYX: ADLVX (7 years) vs VEVYX (13 years). ADLVX (6.23) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. ADLVX (31.00). 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 : 12.62 vs. VEVYX (-4.73). ADLVX return over 5 years is better than : 52.72 vs. VEVYX (36.19).
| ADLVX | VEVYX | ADLVX / VEVYX | |
| Total Expense Ratio | 1.33 | 0.66 | 202% |
| Annual Report Gross Expense Ratio | 6.23 | 0.66 | 944% |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 4.902 | 0.585 | 837% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.97M | 17.2B | 0% |
| Annual Yield % from dividends | 1.36 | 1.08 | 126% |
| Returns for 1 year | 12.62 | -4.73 | -267% |
| Returns for 3 years | 14.64 | 1.22 | 1,203% |
| Returns for 5 years | 52.72 | 36.19 | 146% |
| Returns for 10 years | N/A | 46.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers