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CFSMX vs VEVYX
CFSMX vs VEVYX Comparison
Open Charts CFSMX vs VEVYX
Clarkston Partners Founders
Price$13.72
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets962.31M
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.68B
CFSMX vs VEVYX Comparison Chart in %
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CFSMX vs. VEVYX commentary
Jul 26, 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 Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. CFSMX (962M). VEVYX pays higher dividends than CFSMX: VEVYX (1.09) vs CFSMX (0.55). CFSMX was incepted earlier than VEVYX: CFSMX (10 years) vs VEVYX (13 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 : -1.90 vs. VEVYX (-4.37). VEVYX return over 5 years is better than : 42.78 vs. CFSMX (12.65).
| 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 | 13 years | - |
| Gain YTD | -6.405 | 2.643 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 17.7B | 5% |
| Annual Yield % from dividends | 0.55 | 1.09 | 50% |
| Returns for 1 year | -1.90 | -4.37 | 44% |
| Returns for 3 years | -13.82 | 7.00 | -197% |
| Returns for 5 years | 12.65 | 42.78 | 30% |
| Returns for 10 years | N/A | 51.55 | - |
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