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ISMSX vs VEVYX
ISMSX vs VEVYX Comparison
Open Charts ISMSX vs VEVYX
VY® American Century Sm-Mid Cp Val S2
Price$10.21
Change-$0.33 (-3.13%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
ISMSX vs VEVYX Comparison Chart
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ISMSX vs. VEVYX commentary
Dec 19, 2024
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 ISMSX is a Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. ISMSX (304M). ISMSX pays higher dividends than VEVYX: ISMSX (1.81) vs VEVYX (1.26). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (12 years). ISMSX is a more actively managed with annual turnover of: 46.00 vs. VEVYX (28.00). ISMSX has a lower initial minimum investment than VEVYX: ISMSX (0) vs VEVYX (1000000). ISMSX annual gain was more profitable for investors over the last year : 7.90 vs. VEVYX (4.41). VEVYX return over 5 years is better than : 26.20 vs. ISMSX (1.41).
| ISMSX | VEVYX | ISMSX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 6.507 | 3.246 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 18.7B | 2% |
| Annual Yield % from dividends | 1.81 | 1.26 | 144% |
| Returns for 1 year | 7.90 | 4.41 | 179% |
| Returns for 3 years | -19.76 | 3.35 | -589% |
| Returns for 5 years | 1.41 | 26.20 | 5% |
| Returns for 10 years | -13.45 | 39.52 | -34% |
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