FIVUX
Price
$37.32
Change
-$0.06 (-0.16%)
Updated
Nov 19 closing price
Net Assets
509.7M
VEVYX
Price
$44.91
Change
-$0.17 (-0.38%)
Updated
Nov 19 closing price
Net Assets
15.82B
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FIVUX vs VEVYX

Header iconFIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYXBanner chart's image
Macquarie Opportunity Instl
Price$37.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX vs. VEVYX commentary
Nov 20, 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 Hold and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. FIVUX (510M). VEVYX pays higher dividends than FIVUX: VEVYX (1.05) vs FIVUX (0.98). FIVUX was incepted earlier than VEVYX: FIVUX (13 years) vs VEVYX (13 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 (17.00). 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 : -5.05 vs. VEVYX (-12.99). FIVUX return over 5 years is better than : 36.94 vs. VEVYX (19.42).
FIVUXVEVYXFIVUX / VEVYX
Total Expense Ratio0.860.66130%
Annual Report Gross Expense Ratio0.940.66142%
Fund Existence13 years13 years-
Gain YTD9.027-1.135-796%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets510M15.8B3%
Annual Yield % from dividends0.981.0593%
Returns for 1 year-5.05-12.9939%
Returns for 3 years11.74-2.70-435%
Returns for 5 years36.9419.42190%
Returns for 10 years-1.3542.90-3%
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