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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$12.79
Change+$0.15 (+1.19%)
VolumeN/A
Net Assets531.83M
Victory Sycamore Established Value Y
Price$43.07
Change+$0.62 (+1.46%)
VolumeN/A
Net Assets16.43B
HRMDX vs VEVYX Comparison Chart
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HRMDX vs. VEVYX commentary
Apr 26, 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: 16.4B vs. HRMDX (532M). VEVYX pays higher dividends than HRMDX: VEVYX (1.12) vs HRMDX (0.79). HRMDX was incepted earlier than VEVYX: HRMDX (10 years) vs VEVYX (12 years). HRMDX (1.17) 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 : -8.60 vs. VEVYX (-11.22). VEVYX return over 5 years is better than : 50.06 vs. HRMDX (46.11).
| HRMDX | VEVYX | HRMDX / VEVYX | |
| Total Expense Ratio | 1.10 | 0.66 | 167% |
| Annual Report Gross Expense Ratio | 1.17 | 0.66 | 177% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -6.162 | -7.426 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 16.4B | 3% |
| Annual Yield % from dividends | 0.79 | 1.12 | 70% |
| Returns for 1 year | -8.60 | -11.22 | 77% |
| Returns for 3 years | -3.26 | -9.79 | 33% |
| Returns for 5 years | 46.11 | 50.06 | 92% |
| Returns for 10 years | 30.91 | 35.51 | 87% |
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