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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Delaware Ivy Mid Cap Income Opps R6
Price$18.22
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.98
Change+$0.53 (+1.17%)
VolumeN/A
CapitalizationN/A
IVOSX vs VEVYX Comparison Chart
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IVOSX vs. VEVYX commentary
Dec 23, 2024
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: 18.3B vs. IVOSX (1.07B). IVOSX pays higher dividends than VEVYX: IVOSX (1.93) vs VEVYX (1.26). IVOSX was incepted earlier than VEVYX: IVOSX (10 years) vs VEVYX (12 years). IVOSX (29.00) and VEVYX (28.00) have comparable annual turnover. 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 : 1.12 vs. VEVYX (0.82). IVOSX return over 5 years is better than : 27.28 vs. VEVYX (22.14).
| IVOSX | VEVYX | IVOSX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 0.628 | 0.322 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 18.3B | 6% |
| Annual Yield % from dividends | 1.93 | 1.26 | 153% |
| Returns for 1 year | 1.12 | 0.82 | 137% |
| Returns for 3 years | -0.74 | -0.03 | 2,445% |
| Returns for 5 years | 27.28 | 22.14 | 123% |
| Returns for 10 years | 89.32 | 34.34 | 260% |
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