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FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$37.66
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets528.35M
Victory Sycamore Established Value Y
Price$46.64
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets17.09B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX vs. VEVYX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. FIVUX (528M). VEVYX (1.02) and FIVUX (0.98) have matching dividends . 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 : 0.35 vs. VEVYX (-8.40). FIVUX return over 5 years is better than : 52.16 vs. VEVYX (34.59).
| FIVUX | VEVYX | FIVUX / VEVYX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 10.897 | 3.010 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 17.1B | 3% |
| Annual Yield % from dividends | 0.98 | 1.02 | 96% |
| Returns for 1 year | 0.35 | -8.40 | -4% |
| Returns for 3 years | 24.70 | 12.37 | 200% |
| Returns for 5 years | 52.16 | 34.59 | 151% |
| Returns for 10 years | 0.65 | 52.15 | 1% |
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