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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$52.35
Change-$0.37 (-0.70%)
VolumeN/A
CapitalizationN/A
HRMDX vs VEVYX Comparison Chart
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HRMDX vs. VEVYX commentary
Nov 18, 2024
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 HRMDX is a StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 19.2B vs. HRMDX (650M). VEVYX pays higher dividends than HRMDX: VEVYX (1.26) vs HRMDX (0.64). HRMDX was incepted earlier than VEVYX: HRMDX (10 years) vs VEVYX (12 years). HRMDX is a more actively managed with annual turnover of: 84.00 vs. VEVYX (28.00). HRMDX has a lower initial minimum investment than VEVYX: HRMDX (1000) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : 17.67 vs. HRMDX (14.83). VEVYX return over 5 years is better than : 35.67 vs. HRMDX (27.78).
| HRMDX | VEVYX | HRMDX / 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 | 8.424 | 13.788 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 19.2B | 3% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 14.83 | 17.67 | 84% |
| Returns for 3 years | -8.53 | 2.89 | -295% |
| Returns for 5 years | 27.78 | 35.67 | 78% |
| Returns for 10 years | 56.75 | 56.46 | 101% |
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