CIMDX
Price
$15.24
Change
+$0.07 (+0.46%)
Updated
Apr 24 closing price
Net Assets
748.52M
VEVYX
Price
$43.07
Change
+$0.62 (+1.46%)
Updated
Apr 24 closing price
Net Assets
16.43B
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CIMDX vs VEVYX

Header iconCIMDX vs VEVYX Comparison
Open Charts CIMDX vs VEVYXBanner chart's image
Clarkston Founders Institutional
Price$15.24
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets748.52M
Victory Sycamore Established Value Y
Price$43.07
Change+$0.62 (+1.46%)
VolumeN/A
Net Assets16.43B
CIMDX vs VEVYX Comparison Chart
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CIMDX vs. VEVYX commentary
Apr 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 CIMDX is a Buy and VEVYX is a Buy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. CIMDX (749M). VEVYX pays higher dividends than CIMDX: VEVYX (1.12) vs CIMDX (0.46). CIMDX was incepted earlier than VEVYX: CIMDX (8 years) vs VEVYX (12 years). CIMDX (0.99) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. CIMDX (17.00). CIMDX has a lower initial minimum investment than VEVYX: CIMDX (10000) vs VEVYX (1000000). CIMDX annual gain was more profitable for investors over the last year : -0.22 vs. VEVYX (-11.22). CIMDX return over 5 years is better than : 56.31 vs. VEVYX (50.06).
CIMDXVEVYXCIMDX / VEVYX
Total Expense Ratio0.950.66144%
Annual Report Gross Expense Ratio0.990.66150%
Fund Existence8 years12 years-
Gain YTD-4.950-7.42667%
Front LoadN/AN/A-
Min. Initial Investment1000010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets749M16.4B5%
Annual Yield % from dividends0.461.1241%
Returns for 1 year-0.22-11.222%
Returns for 3 years-2.43-9.7925%
Returns for 5 years56.3150.06112%
Returns for 10 yearsN/A35.51-
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