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HNMVX vs VEVYX
HNMVX vs VEVYX Comparison
Open Charts HNMVX vs VEVYX
Harbor Mid Cap Value Retirement
Price$22.86
Change-$0.91 (-3.83%)
VolumeN/A
Net Assets313.42M
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
HNMVX vs VEVYX Comparison Chart
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HNMVX vs. VEVYX commentary
Apr 12, 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 HNMVX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. HNMVX (313M). HNMVX pays higher dividends than VEVYX: HNMVX (1.44) vs VEVYX (1.12). HNMVX was incepted earlier than VEVYX: HNMVX (9 years) vs VEVYX (12 years). HNMVX (0.83) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 34.00 vs. HNMVX (22.00). HNMVX (1000000) and VEVYX (1000000) have matching initial minimum investment requirements. HNMVX annual gain was more profitable for investors over the last year : -7.38 vs. VEVYX (-12.55). HNMVX return over 5 years is better than : 72.89 vs. VEVYX (46.33).
| HNMVX | VEVYX | HNMVX / VEVYX | |
| Total Expense Ratio | 0.77 | 0.66 | 117% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | -7.618 | -7.513 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 313M | 16.5B | 2% |
| Annual Yield % from dividends | 1.44 | 1.12 | 129% |
| Returns for 1 year | -7.38 | -12.55 | 59% |
| Returns for 3 years | -1.60 | -9.57 | 17% |
| Returns for 5 years | 72.89 | 46.33 | 157% |
| Returns for 10 years | N/A | 35.27 | - |
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