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FIUSX vs VEVYX
FIUSX vs VEVYX Comparison
Open Charts FIUSX vs VEVYX
Macquarie Opportunity A
Price$33.85
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets529.72M
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
FIUSX vs VEVYX Comparison Chart in %
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FIUSX vs. VEVYX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. FIUSX (530M). VEVYX pays higher dividends than FIUSX: VEVYX (1.09) vs FIUSX (0.77). 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 (17.00). FIUSX has a lower initial minimum investment than VEVYX: FIUSX (1000) vs VEVYX (1000000). FIUSX annual gain was more profitable for investors over the last year : 3.70 vs. VEVYX (-1.65). FIUSX return over 5 years is better than : 57.80 vs. VEVYX (48.38).
| 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 | 4.766 | 2.118 | 225% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 17.8B | 3% |
| Annual Yield % from dividends | 0.77 | 1.09 | 70% |
| Returns for 1 year | 3.70 | -1.65 | -225% |
| Returns for 3 years | 13.93 | 9.30 | 150% |
| Returns for 5 years | 57.80 | 48.38 | 119% |
| Returns for 10 years | -14.52 | 50.51 | -29% |
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