CFSMX
Price
$14.49
Change
+$0.04 (+0.28%)
Updated
Jan 17 closing price
Net Assets
1.14B
VEVYX
Price
$47.34
Change
+$0.08 (+0.17%)
Updated
Jan 17 closing price
Net Assets
18.78B
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CFSMX vs VEVYX

Header iconCFSMX vs VEVYX Comparison
Open Charts CFSMX vs VEVYXBanner chart's image
Clarkston Partners Founders
Price$14.49
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.14B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
CFSMX vs VEVYX Comparison Chart
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CFSMX vs. VEVYX commentary
Jan 19, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. CFSMX (1.14B). VEVYX pays higher dividends than CFSMX: VEVYX (1.26) vs CFSMX (0.33). CFSMX was incepted earlier than VEVYX: CFSMX (9 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. CFSMX (16.00). VEVYX has a lower initial minimum investment than CFSMX: VEVYX (1000000) vs CFSMX (100000000). VEVYX annual gain was more profitable for investors over the last year : 4.97 vs. CFSMX (4.60). VEVYX return over 5 years is better than : 23.91 vs. CFSMX (9.99).
CFSMXVEVYXCFSMX / VEVYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years12 years-
Gain YTD-0.2072.851-7%
Front LoadN/AN/A-
Min. Initial Investment100000000100000010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B18.8B6%
Annual Yield % from dividends0.331.2626%
Returns for 1 year4.604.9792%
Returns for 3 years-6.36-0.77827%
Returns for 5 years9.9923.9142%
Returns for 10 yearsN/A60.20-
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