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TRVRX vs VEVYX
TRVRX vs VEVYX Comparison
Open Charts TRVRX vs VEVYX
Nuveen Mid Cap Value Retire
Price$16.70
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets1.76B
Victory Sycamore Established Value Y
Price$44.46
Change-$0.59 (-1.31%)
VolumeN/A
Net Assets17.58B
TRVRX vs VEVYX Comparison Chart
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TRVRX vs. VEVYX commentary
Mar 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 TRVRX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. TRVRX (1.76B). TRVRX pays higher dividends than VEVYX: TRVRX (1.39) vs VEVYX (1.15). TRVRX was incepted earlier than VEVYX: TRVRX (22 years) vs VEVYX (12 years). TRVRX (0.71) is less costly to investors than VEVYX (0.66). TRVRX is a more actively managed with annual turnover of: 78.00 vs. VEVYX (34.00). TRVRX has a lower initial minimum investment than VEVYX: TRVRX (0) vs VEVYX (1000000). TRVRX annual gain was more profitable for investors over the last year : -0.45 vs. VEVYX (-7.11). VEVYX return over 5 years is better than : 70.01 vs. TRVRX (48.22).
| TRVRX | VEVYX | TRVRX / VEVYX | |
| Total Expense Ratio | 0.71 | 0.66 | 108% |
| Annual Report Gross Expense Ratio | 0.71 | 0.66 | 108% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | -3.945 | -1.959 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 17.6B | 10% |
| Annual Yield % from dividends | 1.39 | 1.15 | 121% |
| Returns for 1 year | -0.45 | -7.11 | 6% |
| Returns for 3 years | -1.33 | -0.42 | 319% |
| Returns for 5 years | 48.22 | 70.01 | 69% |
| Returns for 10 years | -25.53 | 46.35 | -55% |
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