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IVOSX vs VEVYX
IVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYX
Macquarie Mid Cap Income Opps R6
Price$18.51
Change-$0.30 (-1.59%)
VolumeN/A
Net Assets921.33M
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.34B
IVOSX vs VEVYX Comparison Chart
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IVOSX vs. VEVYX commentary
Jun 14, 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: 17.3B vs. IVOSX (921M). IVOSX pays higher dividends than VEVYX: IVOSX (1.76) vs VEVYX (1.12). 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 : -0.70 vs. VEVYX (-5.40). IVOSX return over 5 years is better than : 50.14 vs. VEVYX (42.30).
| 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 | 4.455 | -1.320 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 17.3B | 5% |
| Annual Yield % from dividends | 1.76 | 1.12 | 157% |
| Returns for 1 year | -0.70 | -5.40 | 13% |
| Returns for 3 years | 20.33 | 5.87 | 346% |
| Returns for 5 years | 50.14 | 42.30 | 119% |
| Returns for 10 years | 94.30 | 43.83 | 215% |
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