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HNMDX vs VEVYX
HNMDX vs VEVYX Comparison
Open Charts HNMDX vs VEVYX
Heartland Mid Cap Value Institutional
Price$12.62
Change+$0.11 (+0.88%)
VolumeN/A
Net Assets514.19M
Victory Sycamore Established Value Y
Price$42.01
Change+$0.36 (+0.86%)
VolumeN/A
Net Assets16.15B
HNMDX vs VEVYX Comparison Chart
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HNMDX vs. VEVYX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.1B vs. HNMDX (514M). VEVYX pays higher dividends than HNMDX: VEVYX (1.12) vs HNMDX (1.05). HNMDX was incepted earlier than VEVYX: HNMDX (10 years) vs VEVYX (12 years). HNMDX (0.95) is less costly to investors than VEVYX (0.66). HNMDX is a more actively managed with annual turnover of: 62.00 vs. VEVYX (34.00). 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 : -7.78 vs. VEVYX (-10.77). VEVYX (45.35) and HNMDX (44.81) have equivalent 5 years return.
| HNMDX | VEVYX | HNMDX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.95 | 0.66 | 144% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -7.607 | -9.171 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 16.1B | 3% |
| Annual Yield % from dividends | 1.05 | 1.12 | 94% |
| Returns for 1 year | -7.78 | -10.77 | 72% |
| Returns for 3 years | -5.13 | -12.01 | 43% |
| Returns for 5 years | 44.81 | 45.35 | 99% |
| Returns for 10 years | 29.96 | 33.11 | 90% |
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