IVOSX
Price
$18.42
Change
+$0.14 (+0.77%)
Updated
Jun 12 closing price
Net Assets
719.56M
VEVYX
Price
$50.75
Change
+$0.48 (+0.95%)
Updated
Jun 12 closing price
Net Assets
15.5B
Interact to see
Advertisement

IVOSX vs VEVYX

Header iconIVOSX vs VEVYX Comparison
Open Charts IVOSX vs VEVYXBanner chart's image
IVOSX vs VEVYX Comparison Chart in %
View a ticker or compare two or three
VS
IVOSX vs. VEVYX commentary
Jun 16, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.5B vs. IVOSX (720M). IVOSX pays higher dividends than VEVYX: IVOSX (2.43) vs VEVYX (1.20). IVOSX was incepted earlier than VEVYX: IVOSX (12 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: 45.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than VEVYX: IVOSX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 13.65 vs. IVOSX (0.51). VEVYX return over 5 years is better than : 6.27 vs. IVOSX (4.08).
IVOSXVEVYXIVOSX / VEVYX
Total Expense Ratio0.730.66111%
Annual Report Gross Expense Ratio0.920.66139%
Fund Existence12 years13 years-
Gain YTD8.70613.36265%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets720M15.5B5%
Annual Yield % from dividends2.431.20203%
Returns for 1 year0.5113.654%
Returns for 3 years9.7915.8662%
Returns for 5 years4.086.2765%
Returns for 10 years88.7573.67120%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RSPMX31.880.37
+1.17%
Victory RS Partners Member
MITJX35.540.23
+0.65%
MFS Massachusetts Investors Tr R6
NWZLX18.670.10
+0.54%
Nationwide Loomis All Cap Gr A
DGYGX35.24-0.01
-0.03%
BNY Mellon Appreciation Y
WGFIX6.97-0.02
-0.29%
William Blair Global Leaders I