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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$18.04
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets932.31M
Victory Sycamore Established Value Y
Price$44.57
Change-$1.05 (-2.30%)
VolumeN/A
Net Assets17.61B
IVOSX vs VEVYX Comparison Chart
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IVOSX vs. VEVYX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. IVOSX (932M). IVOSX pays higher dividends than VEVYX: IVOSX (1.86) vs VEVYX (1.15). 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 : -3.86 vs. VEVYX (-7.05). IVOSX return over 5 years is better than : 55.16 vs. VEVYX (51.61).
| 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 | 2.344 | -0.513 | -457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 17.6B | 5% |
| Annual Yield % from dividends | 1.86 | 1.15 | 161% |
| Returns for 1 year | -3.86 | -7.05 | 55% |
| Returns for 3 years | 13.22 | 2.88 | 459% |
| Returns for 5 years | 55.16 | 51.61 | 107% |
| Returns for 10 years | 88.31 | 43.59 | 203% |
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