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IVOAX vs VEVYX
IVOAX vs VEVYX Comparison
Open Charts IVOAX vs VEVYX
Macquarie Mid Cap Income Opps A
Price$15.59
Change-$0.40 (-2.50%)
VolumeN/A
Net Assets830.17M
Victory Sycamore Established Value Y
Price$39.36
Change-$0.87 (-2.16%)
VolumeN/A
Net Assets15.29B
IVOAX vs VEVYX Comparison Chart
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IVOAX vs. VEVYX commentary
Apr 10, 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 IVOAX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. IVOAX (830M). IVOAX pays higher dividends than VEVYX: IVOAX (1.46) vs VEVYX (1.12). IVOAX was incepted earlier than VEVYX: IVOAX (11 years) vs VEVYX (12 years). IVOAX (1.25) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IVOAX (17.00). IVOAX has a lower initial minimum investment than VEVYX: IVOAX (1000) vs VEVYX (1000000). VEVYX (-18.05) and IVOAX (-18.20) have marching annual gain over last year. IVOAX (38.87) and VEVYX (38.80) have equivalent 5 years return.
| IVOAX | VEVYX | IVOAX / VEVYX | |
| Total Expense Ratio | 1.08 | 0.66 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.66 | 189% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -13.454 | -12.267 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 15.3B | 5% |
| Annual Yield % from dividends | 1.46 | 1.12 | 130% |
| Returns for 1 year | -18.20 | -18.05 | 101% |
| Returns for 3 years | -12.14 | -14.56 | 83% |
| Returns for 5 years | 38.87 | 38.80 | 100% |
| Returns for 10 years | 53.52 | 27.84 | 192% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EHI | 6.21 | 0.05 | +0.81% |
| Western Asset Global High Income Fund | |||
| DFSI | 31.65 | 0.04 | +0.12% |
| Dimensional International Sstby Cr 1 ETF | |||
| JHPI | 21.83 | -0.04 | -0.17% |
| JHancock Preferred Income ETF | |||
| MAYZ | 26.81 | -0.10 | -0.38% |
| TrueShares Structured Outcome May ETF | |||
| DNP | 8.89 | -0.09 | -1.00% |
| DNP Select Income Fund | |||