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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$10.02
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets275.77M
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.2B
ISMSX vs VEVYX Comparison Chart
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ISMSX vs. VEVYX commentary
May 23, 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 ISMSX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. ISMSX (276M). ISMSX pays higher dividends than VEVYX: ISMSX (1.51) vs VEVYX (1.15). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (12 years). ISMSX (1.53) is less costly to investors than VEVYX (0.66). ISMSX is a more actively managed with annual turnover of: 51.00 vs. VEVYX (34.00). 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 : -1.68 vs. VEVYX (-8.66). VEVYX return over 5 years is better than : 48.12 vs. ISMSX (25.28).
| ISMSX | VEVYX | ISMSX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.53 | 0.66 | 232% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -2.522 | -2.803 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 17.2B | 2% |
| Annual Yield % from dividends | 1.51 | 1.15 | 131% |
| Returns for 1 year | -1.68 | -8.66 | 19% |
| Returns for 3 years | -21.96 | -0.93 | 2,372% |
| Returns for 5 years | 25.28 | 48.12 | 53% |
| Returns for 10 years | -20.38 | 40.28 | -51% |
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