IIVLX
Price
$20.69
Change
-$0.07 (-0.34%)
Updated
Jul 29 closing price
Net Assets
649.28M
VEVYX
Price
$46.62
Change
-$0.13 (-0.28%)
Updated
Jul 29 closing price
Net Assets
17.61B
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IIVLX vs VEVYX

Header iconIIVLX vs VEVYX Comparison
Open Charts IIVLX vs VEVYXBanner chart's image
Transamerica Small/Mid Cap Value C
Price$20.69
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets649.28M
Victory Sycamore Established Value Y
Price$46.62
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets17.61B
IIVLX vs VEVYX Comparison Chart in %
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IIVLX vs. VEVYX commentary
Jul 30, 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 IIVLX is a Buy and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. IIVLX (649M). VEVYX pays higher dividends than IIVLX: VEVYX (1.09) vs IIVLX (0.18). IIVLX was incepted earlier than VEVYX: IIVLX (23 years) vs VEVYX (13 years). IIVLX (1.94) is less costly to investors than VEVYX (0.66). IIVLX is a more actively managed with annual turnover of: 46.00 vs. VEVYX (34.00). IIVLX has a lower initial minimum investment than VEVYX: IIVLX (1000) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -6.24 vs. IIVLX (-11.47). VEVYX return over 5 years is better than : 41.94 vs. IIVLX (15.44).
IIVLXVEVYXIIVLX / VEVYX
Total Expense Ratio1.940.66294%
Annual Report Gross Expense Ratio1.940.66294%
Fund Existence23 years13 years-
Gain YTD3.4382.337147%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets649M17.6B4%
Annual Yield % from dividends0.181.0916%
Returns for 1 year-11.47-6.24184%
Returns for 3 years-12.202.11-577%
Returns for 5 years15.4441.9437%
Returns for 10 years-14.9048.12-31%
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