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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$9.65
Change+$0.61 (+6.75%)
VolumeN/A
Net Assets251.11M
Victory Sycamore Established Value Y
Price$42.41
Change+$3.05 (+7.75%)
VolumeN/A
Net Assets15.29B
ISMSX vs VEVYX Comparison Chart
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ISMSX vs. VEVYX commentary
Apr 11, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. ISMSX (251M). ISMSX pays higher dividends than VEVYX: ISMSX (1.45) vs VEVYX (1.12). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (12 years). ISMSX (1.54) is less costly to investors than VEVYX (0.66). ISMSX is a more actively managed with annual turnover of: 46.00 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 : -12.07 vs. VEVYX (-20.22). VEVYX return over 5 years is better than : 35.80 vs. ISMSX (13.62).
| ISMSX | VEVYX | ISMSX / VEVYX | |
| Total Expense Ratio | 1.25 | 0.66 | 189% |
| Annual Report Gross Expense Ratio | 1.54 | 0.66 | 233% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -12.318 | -14.165 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 15.3B | 2% |
| Annual Yield % from dividends | 1.45 | 1.12 | 130% |
| Returns for 1 year | -12.07 | -20.22 | 60% |
| Returns for 3 years | -33.03 | -16.41 | 201% |
| Returns for 5 years | 13.62 | 35.80 | 38% |
| Returns for 10 years | -28.43 | 25.08 | -113% |
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