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FIVUX vs VEVYX
FIVUX vs VEVYX Comparison
Open Charts FIVUX vs VEVYX
Macquarie Opportunity Instl
Price$35.86
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets517.08M
Victory Sycamore Established Value Y
Price$45.80
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets17.17B
FIVUX vs VEVYX Comparison Chart in %
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FIVUX vs. VEVYX commentary
Aug 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: 17.2B vs. FIVUX (517M). VEVYX pays higher dividends than FIVUX: VEVYX (1.08) vs FIVUX (1.03). FIVUX was incepted earlier than VEVYX: FIVUX (12 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 : 2.84 vs. VEVYX (-4.73). FIVUX return over 5 years is better than : 50.13 vs. VEVYX (36.19).
| 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 | 13 years | - |
| Gain YTD | 4.762 | 0.585 | 813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 17.2B | 3% |
| Annual Yield % from dividends | 1.03 | 1.08 | 95% |
| Returns for 1 year | 2.84 | -4.73 | -60% |
| Returns for 3 years | 9.13 | 1.22 | 750% |
| Returns for 5 years | 50.13 | 36.19 | 139% |
| Returns for 10 years | -8.00 | 46.28 | -17% |
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