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CFSMX vs VEVYX
CFSMX vs VEVYX Comparison
Open Charts CFSMX vs VEVYX
Clarkston Partners Founders
Price$12.88
Change+$0.19 (+1.50%)
VolumeN/A
Net Assets975.58M
Victory Sycamore Established Value Y
Price$41.66
Change+$0.58 (+1.41%)
VolumeN/A
Net Assets15.94B
CFSMX vs VEVYX Comparison Chart
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CFSMX vs. VEVYX commentary
Apr 12, 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 CFSMX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. CFSMX (976M). VEVYX pays higher dividends than CFSMX: VEVYX (1.12) vs CFSMX (0.53). CFSMX was incepted earlier than VEVYX: CFSMX (10 years) vs VEVYX (12 years). CFSMX (0.88) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. CFSMX (22.00). VEVYX has a lower initial minimum investment than CFSMX: VEVYX (1000000) vs CFSMX (100000000). CFSMX annual gain was more profitable for investors over the last year : -9.18 vs. VEVYX (-15.17). VEVYX return over 5 years is better than : 41.74 vs. CFSMX (16.36).
| CFSMX | VEVYX | CFSMX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -12.603 | -10.414 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 15.9B | 6% |
| Annual Yield % from dividends | 0.53 | 1.12 | 48% |
| Returns for 1 year | -9.18 | -15.17 | 61% |
| Returns for 3 years | -22.05 | -12.42 | 178% |
| Returns for 5 years | 16.36 | 41.74 | 39% |
| Returns for 10 years | N/A | 31.10 | - |
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