Interact to see
Advertisement
Advertisement
IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.38
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
IVOSX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. VEVYX commentary
Oct 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: 16.6B vs. IVOSX (865M). IVOSX pays higher dividends than VEVYX: IVOSX (1.64) vs VEVYX (1.02). 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 : -4.54 vs. VEVYX (-12.29). IVOSX return over 5 years is better than : 41.47 vs. VEVYX (31.88).
| 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 | 8.594 | 0.751 | 1,144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 16.6B | 5% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | -4.54 | -12.29 | 37% |
| Returns for 3 years | 25.54 | 7.07 | 361% |
| Returns for 5 years | 41.47 | 31.88 | 130% |
| Returns for 10 years | 108.66 | 48.25 | 225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FELV | 33.28 | 0.17 | +0.51% |
| Fidelity Enhanced Large Cap Value ETF | |||
| NUMV | 38.37 | 0.19 | +0.49% |
| Nuveen ESG Mid-Cap Value ETF | |||
| XJR | 41.98 | 0.04 | +0.08% |
| iShares ESG Select Scrn S&P Small-CapETF | |||
| RSSL | 95.57 | -0.57 | -0.59% |
| Global X Russell 2000 ETF | |||
| BTFX | 47.06 | -1.61 | -3.30% |
| CoinShares Bitcoin Leverage ETF | |||