Ad is loading...
FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$33.16
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets512.05M
Victory Sycamore Established Value Y
Price$45.29
Change+$0.36 (+0.80%)
VolumeN/A
Net Assets17.51B
FIVUX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. VEVYX commentary
Apr 03, 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: 17.5B vs. FIVUX (512M). 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 (-8.12) and VEVYX (-8.49) have marching annual gain over last year. FIVUX return over 5 years is better than : 88.96 vs. VEVYX (82.21).
| 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 | -4.411 | -2.018 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 17.5B | 3% |
| Annual Yield % from dividends | 1.12 | 1.12 | 100% |
| Returns for 1 year | -8.12 | -8.49 | 96% |
| Returns for 3 years | -8.10 | -6.08 | 133% |
| Returns for 5 years | 88.96 | 82.21 | 108% |
| Returns for 10 years | -18.29 | 43.34 | -42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers