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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$10.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets279.85M
Victory Sycamore Established Value Y
Price$45.25
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets17.32B
ISMSX vs VEVYX Comparison Chart
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ISMSX vs. VEVYX commentary
Jun 13, 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: 17.3B vs. ISMSX (280M). ISMSX pays higher dividends than VEVYX: ISMSX (1.48) vs VEVYX (1.12). 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 : 2.45 vs. VEVYX (-6.08). VEVYX return over 5 years is better than : 42.02 vs. ISMSX (21.14).
| 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 | -0.679 | -1.516 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 17.3B | 2% |
| Annual Yield % from dividends | 1.48 | 1.12 | 132% |
| Returns for 1 year | 2.45 | -6.08 | -40% |
| Returns for 3 years | -16.77 | 5.31 | -316% |
| Returns for 5 years | 21.14 | 42.02 | 50% |
| Returns for 10 years | -18.58 | 44.36 | -42% |
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