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FIVVX vs VEVYX
FIVVX vs VEVYX Comparison
Open Charts FIVVX vs VEVYX
Macquarie Opportunity R6
Price$33.06
Change+$0.63 (+1.94%)
VolumeN/A
Net Assets492.72M
Victory Sycamore Established Value Y
Price$44.11
Change+$0.82 (+1.89%)
VolumeN/A
Net Assets17.06B
FIVVX vs VEVYX Comparison Chart
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FIVVX vs. VEVYX commentary
May 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. FIVVX (493M). VEVYX pays higher dividends than FIVVX: VEVYX (1.15) vs FIVVX (1.00). FIVVX was incepted earlier than VEVYX: FIVVX (12 years) vs VEVYX (12 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 : -4.95 vs. VEVYX (-8.92). FIVVX return over 5 years is better than : 62.00 vs. VEVYX (50.29).
| 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 | 12 years | - |
| Gain YTD | -4.423 | -5.594 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 17.1B | 3% |
| Annual Yield % from dividends | 1.00 | 1.15 | 86% |
| Returns for 1 year | -4.95 | -8.92 | 56% |
| Returns for 3 years | -4.29 | -7.02 | 61% |
| Returns for 5 years | 62.00 | 50.29 | 123% |
| Returns for 10 years | -16.33 | 39.02 | -42% |
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