FIVUX
Price
$35.92
Change
+$0.24 (+0.67%)
Updated
Jul 3 closing price
Net Assets
529.72M
VEVYX
Price
$46.65
Change
+$0.25 (+0.54%)
Updated
Jul 3 closing price
Net Assets
17.76B
Interact to see
Advertisement

FIVUX vs VEVYX

Header iconFIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYXBanner chart's image
Macquarie Opportunity Instl
Price$35.92
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
FIVUX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FIVUX vs. VEVYX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. FIVUX (530M). VEVYX (1.09) and FIVUX (1.05) 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 (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 : 4.59 vs. VEVYX (-1.65). FIVUX return over 5 years is better than : 61.47 vs. VEVYX (48.38).
FIVUXVEVYXFIVUX / VEVYX
Total Expense Ratio0.860.66130%
Annual Report Gross Expense Ratio0.940.66142%
Fund Existence12 years12 years-
Gain YTD4.9372.118233%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets530M17.8B3%
Annual Yield % from dividends1.051.0996%
Returns for 1 year4.59-1.65-279%
Returns for 3 years15.949.30171%
Returns for 5 years61.4748.38127%
Returns for 10 years-9.6650.51-19%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
RSF14.610.07
+0.48%
RiverNorth Capital and Income Fund
PCN12.750.02
+0.16%
PIMCO Corporate & Income Strategy Fund
IGSB52.48-0.05
-0.10%
iShares 1-5 Year invmt Grd Corp Bd ETF
UTEN43.39-0.15
-0.34%
F/m US Treasury 10 Year Note ETF
ODDS31.00-0.11
-0.35%
Pacer BlueStar Digital Entertainment ETF