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TRVRX vs VEVYX
TRVRX vs VEVYX Comparison
Open Charts TRVRX vs VEVYX
Nuveen Mid Cap Value Retire
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets1.68B
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
TRVRX vs VEVYX Comparison Chart in %
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TRVRX vs. VEVYX commentary
Jul 27, 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 Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. TRVRX (1.68B). TRVRX pays higher dividends than VEVYX: TRVRX (1.39) vs VEVYX (1.09). TRVRX was incepted earlier than VEVYX: TRVRX (23 years) vs VEVYX (13 years). TRVRX (0.71) is less costly to investors than VEVYX (0.66). TRVRX is a more actively managed with annual turnover of: 48.00 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 : 4.03 vs. VEVYX (-4.06). VEVYX return over 5 years is better than : 43.23 vs. TRVRX (39.52).
| TRVRX | VEVYX | TRVRX / VEVYX | |
| Total Expense Ratio | 0.71 | 0.66 | 108% |
| Annual Report Gross Expense Ratio | 0.71 | 0.66 | 108% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.660 | 2.971 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 17.7B | 9% |
| Annual Yield % from dividends | 1.39 | 1.09 | 127% |
| Returns for 1 year | 4.03 | -4.06 | -99% |
| Returns for 3 years | 13.65 | 7.34 | 186% |
| Returns for 5 years | 39.52 | 43.23 | 91% |
| Returns for 10 years | -16.82 | 52.03 | -32% |
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