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HNMDX vs VEVYX
HNMDX vs VEVYX Comparison
Open Charts HNMDX vs VEVYX
Heartland Mid Cap Value Institutional
Price$13.76
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets516.43M
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
HNMDX vs VEVYX Comparison Chart
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HNMDX vs. VEVYX commentary
Feb 23, 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 HNMDX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. HNMDX (516M). VEVYX pays higher dividends than HNMDX: VEVYX (1.26) vs HNMDX (0.86). HNMDX was incepted earlier than VEVYX: HNMDX (10 years) vs VEVYX (12 years). HNMDX is a more actively managed with annual turnover of: 84.00 vs. VEVYX (28.00). HNMDX has a lower initial minimum investment than VEVYX: HNMDX (500000) vs VEVYX (1000000). HNMDX annual gain was more profitable for investors over the last year : 0.99 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. HNMDX (19.40).
| HNMDX | VEVYX | HNMDX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 1.625 | 1.219 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 18.2B | 3% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | 0.99 | -1.86 | -53% |
| Returns for 3 years | 6.63 | 0.53 | 1,251% |
| Returns for 5 years | 19.40 | 23.31 | 83% |
| Returns for 10 years | 43.22 | 47.93 | 90% |
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