Ad is loading...
CVERX vs VEVYX
CVERX vs VEVYX Comparison
Open Charts CVERX vs VEVYX
Columbia Select Mid Cap Value Instl 2
Price$13.40
Change-$0.81 (-5.70%)
VolumeN/A
Net Assets2.38B
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
CVERX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CVERX vs. VEVYX commentary
Apr 04, 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 CVERX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. CVERX (2.39B). VEVYX (1.12) and CVERX (1.07) have matching dividends . CVERX was incepted earlier than VEVYX: CVERX (12 years) vs VEVYX (12 years). CVERX (0.82) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. CVERX (15.00). CVERX has a lower initial minimum investment than VEVYX: CVERX (0) vs VEVYX (1000000). CVERX annual gain was more profitable for investors over the last year : -2.03 vs. VEVYX (-7.96). CVERX return over 5 years is better than : 100.43 vs. VEVYX (83.67).
| CVERX | VEVYX | CVERX / VEVYX | |
| Total Expense Ratio | 0.82 | 0.66 | 124% |
| Annual Report Gross Expense Ratio | 0.82 | 0.66 | 124% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -1.451 | -1.233 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 17.6B | 14% |
| Annual Yield % from dividends | 1.07 | 1.12 | 95% |
| Returns for 1 year | -2.03 | -7.96 | 25% |
| Returns for 3 years | 2.61 | -4.79 | -55% |
| Returns for 5 years | 100.43 | 83.67 | 120% |
| Returns for 10 years | -15.09 | 43.64 | -35% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers