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CIMDX vs VEVYX
CIMDX vs VEVYX Comparison
Open Charts CIMDX vs VEVYX
Clarkston Founders Institutional
Price$15.73
Change-$0.41 (-2.54%)
VolumeN/A
Net Assets798.03M
Victory Sycamore Established Value Y
Price$44.57
Change-$1.05 (-2.30%)
VolumeN/A
Net Assets17.61B
CIMDX vs VEVYX Comparison Chart
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CIMDX vs. VEVYX commentary
May 23, 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.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. CIMDX (798M). VEVYX pays higher dividends than CIMDX: VEVYX (1.15) vs CIMDX (0.47). 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 : 7.07 vs. VEVYX (-7.05). CIMDX return over 5 years is better than : 58.46 vs. VEVYX (51.61).
| CIMDX | VEVYX | CIMDX / VEVYX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 0.99 | 0.66 | 150% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 1.128 | -0.513 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 17.6B | 5% |
| Annual Yield % from dividends | 0.47 | 1.15 | 41% |
| Returns for 1 year | 7.07 | -7.05 | -100% |
| Returns for 3 years | 10.43 | 2.88 | 362% |
| Returns for 5 years | 58.46 | 51.61 | 113% |
| Returns for 10 years | N/A | 43.59 | - |
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