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FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$31.81
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets489.19M
Victory Sycamore Established Value Y
Price$42.81
Change-$0.26 (-0.60%)
VolumeN/A
Net Assets16.58B
FIVUX vs VEVYX Comparison Chart
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FIVUX vs. VEVYX commentary
Apr 28, 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 FIVUX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. FIVUX (489M). VEVYX (1.12) and FIVUX (1.12) have matching dividends . FIVUX was incepted earlier than VEVYX: FIVUX (12 years) vs VEVYX (12 years). FIVUX (0.94) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. FIVUX (11.00). FIVUX has a lower initial minimum investment than VEVYX: FIVUX (0) vs VEVYX (1000000). FIVUX annual gain was more profitable for investors over the last year : -8.02 vs. VEVYX (-10.08). FIVUX return over 5 years is better than : 58.76 vs. VEVYX (51.33).
| FIVUX | VEVYX | FIVUX / VEVYX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -7.070 | -6.641 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 16.6B | 3% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | -8.02 | -10.08 | 80% |
| Returns for 3 years | -5.53 | -7.23 | 77% |
| Returns for 5 years | 58.76 | 51.33 | 114% |
| Returns for 10 years | -20.66 | 36.19 | -57% |
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