Ad is loading...
IASAX vs VEVYX
IASAX vs VEVYX Comparison
Open Charts IASAX vs VEVYX
VY® American Century Sm-Mid Cp Val A
Price$9.44
Change+$0.13 (+1.40%)
VolumeN/A
Net Assets258.39M
Victory Sycamore Established Value Y
Price$41.66
Change+$0.58 (+1.41%)
VolumeN/A
Net Assets15.94B
IASAX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IASAX vs. VEVYX commentary
Apr 12, 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 IASAX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. IASAX (258M). IASAX pays higher dividends than VEVYX: IASAX (1.36) vs VEVYX (1.12). IASAX was incepted earlier than VEVYX: IASAX (23 years) vs VEVYX (12 years). IASAX (1.64) is less costly to investors than VEVYX (0.66). IASAX is a more actively managed with annual turnover of: 46.00 vs. VEVYX (34.00). IASAX has a lower initial minimum investment than VEVYX: IASAX (0) vs VEVYX (1000000). IASAX annual gain was more profitable for investors over the last year : -7.39 vs. VEVYX (-15.17). VEVYX return over 5 years is better than : 41.74 vs. IASAX (16.61).
| IASAX | VEVYX | IASAX / VEVYX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.64 | 0.66 | 248% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -9.612 | -10.414 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 15.9B | 2% |
| Annual Yield % from dividends | 1.36 | 1.12 | 121% |
| Returns for 1 year | -7.39 | -15.17 | 49% |
| Returns for 3 years | -30.95 | -12.42 | 249% |
| Returns for 5 years | 16.61 | 41.74 | 40% |
| Returns for 10 years | -26.77 | 31.10 | -86% |
View a ticker or compare two or three
VS
VS
Ad is loading...