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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$18.88
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets794.26M
Victory Sycamore Established Value Y
Price$45.08
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets15.88B
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Nov 20, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.9B vs. IVOSX (794M). IVOSX pays higher dividends than VEVYX: IVOSX (1.69) vs VEVYX (1.05). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (13 years). IVOSX (0.92) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. IVOSX (27.00). 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 : -6.23 vs. VEVYX (-13.44). IVOSX return over 5 years is better than : 29.68 vs. VEVYX (18.53).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | 0.73 | 0.66 | 111% |
| Annual Report Gross Expense Ratio | 0.92 | 0.66 | 139% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 5.793 | -1.266 | -457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 15.9B | 5% |
| Annual Yield % from dividends | 1.69 | 1.05 | 160% |
| Returns for 1 year | -6.23 | -13.44 | 46% |
| Returns for 3 years | 12.30 | -2.83 | -434% |
| Returns for 5 years | 29.68 | 18.53 | 160% |
| Returns for 10 years | 103.27 | 42.71 | 242% |
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