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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
Victory Sycamore Established Value Y
Price$46.91
Change+$0.53 (+1.14%)
VolumeN/A
Net Assets17.14B
IVOSX vs VEVYX Comparison Chart in %
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IVOSX vs. VEVYX commentary
Sep 29, 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: 17.1B vs. IVOSX (893M). IVOSX pays higher dividends than VEVYX: IVOSX (1.66) vs VEVYX (1.06). IVOSX was incepted earlier than VEVYX: IVOSX (11 years) vs VEVYX (13 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 (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 : -1.82 vs. VEVYX (-9.34). IVOSX return over 5 years is better than : 56.32 vs. VEVYX (44.27).
| 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 | 13 years | - |
| Gain YTD | 10.612 | 2.879 | 369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 17.1B | 5% |
| Annual Yield % from dividends | 1.66 | 1.06 | 157% |
| Returns for 1 year | -1.82 | -9.34 | 19% |
| Returns for 3 years | 32.07 | 15.03 | 213% |
| Returns for 5 years | 56.32 | 44.27 | 127% |
| Returns for 10 years | 129.85 | 61.83 | 210% |
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