Interact to see
Advertisement
Advertisement
TRVRX vs VEVYX
TRVRX vs VEVYX Comparison
Open Charts TRVRX vs VEVYX
Nuveen Mid Cap Value Retire
Price$18.20
Change-$0.14 (-0.76%)
VolumeN/A
Net Assets1.65B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.33B
TRVRX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TRVRX vs. VEVYX commentary
Aug 16, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. TRVRX (1.65B). TRVRX pays higher dividends than VEVYX: TRVRX (1.38) vs VEVYX (1.08). 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 : 2.79 vs. VEVYX (-6.73). VEVYX return over 5 years is better than : 35.47 vs. TRVRX (33.50).
| 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 | 4.860 | 1.636 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 17.3B | 10% |
| Annual Yield % from dividends | 1.38 | 1.08 | 128% |
| Returns for 1 year | 2.79 | -6.73 | -41% |
| Returns for 3 years | 2.69 | -2.31 | -116% |
| Returns for 5 years | 33.50 | 35.47 | 94% |
| Returns for 10 years | -18.74 | 45.75 | -41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers