Interact to see
Advertisement
Advertisement
HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.78
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets532.59M
Victory Sycamore Established Value Y
Price$47.09
Change+$0.52 (+1.12%)
VolumeN/A
Net Assets17.34B
HRMDX vs VEVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. VEVYX commentary
Sep 06, 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 HRMDX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. HRMDX (533M). VEVYX pays higher dividends than HRMDX: VEVYX (1.06) vs HRMDX (0.78). HRMDX was incepted earlier than VEVYX: HRMDX (11 years) vs VEVYX (13 years). HRMDX (1.18) is less costly to investors than VEVYX (0.66). HRMDX is a more actively managed with annual turnover of: 62.00 vs. VEVYX (34.00). HRMDX has a lower initial minimum investment than VEVYX: HRMDX (1000) vs VEVYX (1000000). HRMDX annual gain was more profitable for investors over the last year : -5.70 vs. VEVYX (-6.27). VEVYX return over 5 years is better than : 38.00 vs. HRMDX (31.95).
| HRMDX | VEVYX | HRMDX / VEVYX | |
| Total Expense Ratio | 1.10 | 0.66 | 167% |
| Annual Report Gross Expense Ratio | 1.18 | 0.66 | 179% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.301 | 3.081 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 17.3B | 3% |
| Annual Yield % from dividends | 0.78 | 1.06 | 73% |
| Returns for 1 year | -5.70 | -6.27 | 91% |
| Returns for 3 years | 12.47 | 7.06 | 177% |
| Returns for 5 years | 31.95 | 38.00 | 84% |
| Returns for 10 years | 57.86 | 56.15 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TAPR | 25.49 | 0.01 | +0.06% |
| Innovator Eq Dfnd Prt ETF-2 Yr toApr2027 | |||
| ECLN | 32.31 | N/A | N/A |
| First Trust EIP Carbon Impact ETF | |||
| PEJ | 59.49 | -0.10 | -0.17% |
| Invesco Dynamic Leisure and Entmnt ETF | |||
| SOVF | 30.81 | -0.12 | -0.40% |
| Sovereign's Capital Flourish Fund | |||
| USMC | 65.46 | -0.32 | -0.49% |
| Principal US Mega-Cap ETF | |||