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FIUSX vs VEVYX
FIUSX vs VEVYX Comparison
Open Charts FIUSX vs VEVYX
Macquarie Opportunity A
Price$29.44
Change+$2.20 (+8.08%)
VolumeN/A
Net Assets450.5M
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
FIUSX vs VEVYX Comparison Chart
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FIUSX vs. VEVYX commentary
Apr 11, 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 FIUSX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. FIUSX (451M). VEVYX pays higher dividends than FIUSX: VEVYX (1.12) vs FIUSX (0.82). FIUSX was incepted earlier than VEVYX: FIUSX (33 years) vs VEVYX (12 years). FIUSX (1.19) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. FIUSX (11.00). FIUSX has a lower initial minimum investment than VEVYX: FIUSX (1000) vs VEVYX (1000000). FIUSX (-20.00) and VEVYX (-20.22) have marching annual gain over last year. VEVYX (35.80) and FIUSX (35.80) have equivalent 5 years return.
| FIUSX | VEVYX | FIUSX / VEVYX | |
| Total Expense Ratio | 1.11 | 0.66 | 168% |
| Annual Report Gross Expense Ratio | 1.19 | 0.66 | 180% |
| Fund Existence | 33 years | 12 years | - |
| Gain YTD | -15.692 | -14.165 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 16.5B | 3% |
| Annual Yield % from dividends | 0.82 | 1.12 | 73% |
| Returns for 1 year | -20.00 | -20.22 | 99% |
| Returns for 3 years | -18.62 | -16.41 | 113% |
| Returns for 5 years | 35.80 | 35.80 | 100% |
| Returns for 10 years | -32.41 | 25.08 | -129% |
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