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FIVVX vs VEVYX
FIVVX vs VEVYX Comparison
Open Charts FIVVX vs VEVYX
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
FIVVX vs VEVYX Comparison Chart in %
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FIVVX vs. VEVYX commentary
Jul 27, 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 FIVVX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. FIVVX (527M). VEVYX pays higher dividends than FIVVX: VEVYX (1.09) vs FIVVX (0.92). FIVVX was incepted earlier than VEVYX: FIVVX (12 years) vs VEVYX (13 years). FIVVX (0.87) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than VEVYX: FIVVX (0) vs VEVYX (1000000). FIVVX annual gain was more profitable for investors over the last year : 1.63 vs. VEVYX (-4.06). FIVVX return over 5 years is better than : 60.62 vs. VEVYX (43.23).
| FIVVX | VEVYX | FIVVX / VEVYX | |
| Total Expense Ratio | 0.78 | 0.66 | 118% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 6.129 | 2.971 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 17.7B | 3% |
| Annual Yield % from dividends | 0.92 | 1.09 | 84% |
| Returns for 1 year | 1.63 | -4.06 | -40% |
| Returns for 3 years | 13.38 | 7.34 | 182% |
| Returns for 5 years | 60.62 | 43.23 | 140% |
| Returns for 10 years | -5.93 | 52.03 | -11% |
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