ISMSX
Price
$10.71
Change
+$0.05 (+0.47%)
Updated
Jul 25 closing price
Net Assets
287.5M
VEVYX
Price
$47.04
Change
+$0.15 (+0.32%)
Updated
Jul 25 closing price
Net Assets
17.73B
Interact to see
Advertisement

ISMSX vs VEVYX

Header iconISMSX vs VEVYX Comparison
Open Charts ISMSX vs VEVYXBanner chart's image
VY® American Century Sm-Mid Cp Val S2
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets287.5M
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
ISMSX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ISMSX vs. VEVYX commentary
Jul 27, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. ISMSX (287M). ISMSX pays higher dividends than VEVYX: ISMSX (1.45) vs VEVYX (1.09). ISMSX was incepted earlier than VEVYX: ISMSX (16 years) vs VEVYX (13 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 : 2.31 vs. VEVYX (-4.06). VEVYX return over 5 years is better than : 43.23 vs. ISMSX (22.23).
ISMSXVEVYXISMSX / VEVYX
Total Expense Ratio1.250.66189%
Annual Report Gross Expense Ratio1.530.66232%
Fund Existence16 years13 years-
Gain YTD3.8802.971131%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets287M17.7B2%
Annual Yield % from dividends1.451.09132%
Returns for 1 year2.31-4.06-57%
Returns for 3 years-14.947.34-203%
Returns for 5 years22.2343.2351%
Returns for 10 years-12.6352.03-24%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FSCC27.270.15
+0.56%
Federated Hermes MDT Small Cap Core ETF
FCUS26.910.05
+0.20%
Pinnacle Focused Opportunities ETF
IWN165.620.25
+0.15%
iShares Russell 2000 Value ETF
APMU24.780.02
+0.10%
ActivePassive Intermediate Mcpl Bd ETF
AVLC72.90N/A
N/A
Avantis U.S. Large Cap Equity ETF