Ad is loading...
VEVYX vs VVOSX
VEVYX vs VVOSX Comparison
Open Charts VEVYX vs VVOSX
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
Invesco Value Opportunities R6
Price$19.61
Change-$1.60 (-7.54%)
VolumeN/A
Net Assets4.67B
VEVYX vs VVOSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VEVYX vs. VVOSX commentary
Apr 04, 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 VEVYX is a Buy and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.6B vs. VVOSX (4.67B). VEVYX pays higher dividends than VVOSX: VEVYX (1.12) vs VVOSX (0.70). VEVYX was incepted earlier than VVOSX: VEVYX (12 years) vs VVOSX (8 years). VVOSX (0.69) and VEVYX (0.66) have similar cost to investors . VVOSX is a more actively managed with annual turnover of: 47.00 vs. VEVYX (34.00). VEVYX (1000000) and VVOSX (1000000) have matching initial minimum investment requirements. VVOSX annual gain was more profitable for investors over the last year : 4.27 vs. VEVYX (-7.96). VVOSX return over 5 years is better than : 194.65 vs. VEVYX (83.67).
| VEVYX | VVOSX | VEVYX / VVOSX | |
| Total Expense Ratio | 0.66 | 0.69 | 96% |
| Annual Report Gross Expense Ratio | 0.66 | 0.69 | 96% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | -1.233 | -3.151 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 4.67B | 377% |
| Annual Yield % from dividends | 1.12 | 0.70 | 161% |
| Returns for 1 year | -7.96 | 4.27 | -186% |
| Returns for 3 years | -4.79 | 20.30 | -24% |
| Returns for 5 years | 83.67 | 194.65 | 43% |
| Returns for 10 years | 43.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...