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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$16.90
Change+$1.30 (+8.33%)
VolumeN/A
Net Assets805.29M
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
IVOSX vs VEVYX Comparison Chart
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IVOSX 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 IVOSX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. IVOSX (805M). IVOSX pays higher dividends than VEVYX: IVOSX (1.81) vs VEVYX (1.12). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (12 years). IVOSX (0.93) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than VEVYX: IVOSX (0) vs VEVYX (1000000). IVOSX annual gain was more profitable for investors over the last year : -18.16 vs. VEVYX (-20.22). IVOSX return over 5 years is better than : 41.34 vs. VEVYX (35.80).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | 0.73 | 0.66 | 111% |
| Annual Report Gross Expense Ratio | 0.93 | 0.66 | 141% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -13.371 | -14.165 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 16.5B | 5% |
| Annual Yield % from dividends | 1.81 | 1.12 | 162% |
| Returns for 1 year | -18.16 | -20.22 | 90% |
| Returns for 3 years | -11.26 | -16.41 | 69% |
| Returns for 5 years | 41.34 | 35.80 | 115% |
| Returns for 10 years | 57.55 | 25.08 | 229% |
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