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TRVRX vs VEVYX
TRVRX vs VEVYX Comparison
Open Charts TRVRX vs VEVYX
Nuveen Mid Cap Value Retire
Price$18.76
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$47.16
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets17.34B
TRVRX vs VEVYX Comparison Chart in %
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TRVRX vs. VEVYX commentary
Sep 06, 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 (1.62B). TRVRX pays higher dividends than VEVYX: TRVRX (1.33) vs VEVYX (1.06). 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 : 4.68 vs. VEVYX (-6.27). VEVYX (38.00) and TRVRX (37.65) have equivalent 5 years return.
| 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 | 7.147 | 3.081 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.3B | 9% |
| Annual Yield % from dividends | 1.33 | 1.06 | 126% |
| Returns for 1 year | 4.68 | -6.27 | -75% |
| Returns for 3 years | 14.02 | 7.06 | 199% |
| Returns for 5 years | 37.65 | 38.00 | 99% |
| Returns for 10 years | -11.52 | 56.15 | -21% |
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