Interact to see
Advertisement
Advertisement
HMVTX vs VEVYX
HMVTX vs VEVYX Comparison
Open Charts HMVTX vs VEVYX
Hartford MidCap Value R5
Price$18.30
Change-$0.13 (-0.71%)
VolumeN/A
Net Assets1.15B
Victory Sycamore Established Value Y
Price$46.64
Change-$0.33 (-0.70%)
VolumeN/A
Net Assets17.09B
HMVTX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HMVTX vs. VEVYX commentary
Oct 09, 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 HMVTX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. HMVTX (1.15B). VEVYX pays higher dividends than HMVTX: VEVYX (1.02) vs HMVTX (0.79). HMVTX was incepted earlier than VEVYX: HMVTX (15 years) vs VEVYX (13 years). HMVTX (0.88) is less costly to investors than VEVYX (0.66). HMVTX is a more actively managed with annual turnover of: 132.00 vs. VEVYX (34.00). HMVTX has a lower initial minimum investment than VEVYX: HMVTX (0) vs VEVYX (1000000). HMVTX annual gain was more profitable for investors over the last year : -7.13 vs. VEVYX (-8.40). VEVYX (34.59) and HMVTX (34.34) have equivalent 5 years return.
| HMVTX | VEVYX | HMVTX / VEVYX | |
| Total Expense Ratio | 0.88 | 0.66 | 133% |
| Annual Report Gross Expense Ratio | 0.88 | 0.66 | 133% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.481 | 3.010 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 17.1B | 7% |
| Annual Yield % from dividends | 0.79 | 1.02 | 77% |
| Returns for 1 year | -7.13 | -8.40 | 85% |
| Returns for 3 years | 11.94 | 12.37 | 96% |
| Returns for 5 years | 34.34 | 34.59 | 99% |
| Returns for 10 years | 20.11 | 52.15 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement