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IIVLX vs VEVYX
IIVLX vs VEVYX Comparison
Open Charts IIVLX vs VEVYX
Transamerica Small/Mid Cap Value C
Price$19.25
Change+$0.23 (+1.21%)
VolumeN/A
Net Assets614.15M
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
IIVLX vs VEVYX Comparison Chart
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IIVLX vs. VEVYX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. IIVLX (614M). VEVYX pays higher dividends than IIVLX: VEVYX (1.15) vs IIVLX (0.19). IIVLX was incepted earlier than VEVYX: IIVLX (23 years) vs VEVYX (12 years). IIVLX (1.94) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IIVLX (32.00). 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 : -9.20 vs. IIVLX (-15.01). VEVYX return over 5 years is better than : 46.07 vs. IIVLX (16.18).
| IIVLX | VEVYX | IIVLX / VEVYX | |
| Total Expense Ratio | 1.94 | 0.66 | 294% |
| Annual Report Gross Expense Ratio | 1.94 | 0.66 | 294% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -5.232 | -4.089 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 17B | 4% |
| Annual Yield % from dividends | 0.19 | 1.15 | 16% |
| Returns for 1 year | -15.01 | -9.20 | 163% |
| Returns for 3 years | -17.30 | -2.22 | 780% |
| Returns for 5 years | 16.18 | 46.07 | 35% |
| Returns for 10 years | -23.03 | 40.43 | -57% |
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