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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.29
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets559.89M
Victory Sycamore Established Value Y
Price$44.66
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets17.08B
HRMDX vs VEVYX Comparison Chart in %
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HRMDX vs. VEVYX commentary
Jun 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 HRMDX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. HRMDX (560M). VEVYX pays higher dividends than HRMDX: VEVYX (1.12) vs HRMDX (0.81). HRMDX was incepted earlier than VEVYX: HRMDX (11 years) vs VEVYX (12 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 : -3.76 vs. VEVYX (-6.44). VEVYX return over 5 years is better than : 40.19 vs. HRMDX (35.42).
| 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 | 12 years | - |
| Gain YTD | -1.336 | -2.238 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 17.1B | 3% |
| Annual Yield % from dividends | 0.81 | 1.12 | 72% |
| Returns for 1 year | -3.76 | -6.44 | 58% |
| Returns for 3 years | 12.15 | 6.56 | 185% |
| Returns for 5 years | 35.42 | 40.19 | 88% |
| Returns for 10 years | 35.28 | 41.34 | 85% |
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