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KMDIX vs VEVYX
KMDIX vs VEVYX Comparison
Open Charts KMDIX vs VEVYX
Keeley Mid Cap Dividend Value I
Price$28.90
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets118.46M
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.09B
KMDIX vs VEVYX Comparison Chart
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KMDIX vs. VEVYX commentary
May 12, 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 KMDIX is a StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. KMDIX (118M). KMDIX pays higher dividends than VEVYX: KMDIX (1.43) vs VEVYX (1.15). KMDIX was incepted earlier than VEVYX: KMDIX (14 years) vs VEVYX (12 years). KMDIX (1.16) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. KMDIX (12.00). KMDIX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. KMDIX annual gain was more profitable for investors over the last year : -2.08 vs. VEVYX (-9.70). KMDIX return over 5 years is better than : 74.36 vs. VEVYX (46.70).
| KMDIX | VEVYX | KMDIX / VEVYX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -1.144 | -3.675 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 17.1B | 1% |
| Annual Yield % from dividends | 1.43 | 1.15 | 124% |
| Returns for 1 year | -2.08 | -9.70 | 21% |
| Returns for 3 years | 15.80 | -1.31 | -1,207% |
| Returns for 5 years | 74.36 | 46.70 | 159% |
| Returns for 10 years | 74.54 | 41.52 | 180% |
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