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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.59
Change-$0.13 (-0.95%)
VolumeN/A
Net Assets553.05M
Victory Sycamore Established Value Y
Price$46.09
Change-$0.53 (-1.14%)
VolumeN/A
Net Assets17.55B
HRMDX vs VEVYX Comparison Chart in %
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HRMDX vs. VEVYX commentary
Jul 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.5B vs. HRMDX (553M). VEVYX pays higher dividends than HRMDX: VEVYX (1.09) vs HRMDX (0.79). 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 : -6.30 vs. VEVYX (-6.96). VEVYX return over 5 years is better than : 42.73 vs. HRMDX (36.97).
| 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 | 1.856 | 2.052 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 17.5B | 3% |
| Annual Yield % from dividends | 0.79 | 1.09 | 72% |
| Returns for 1 year | -6.30 | -6.96 | 91% |
| Returns for 3 years | 6.53 | 1.83 | 356% |
| Returns for 5 years | 36.97 | 42.73 | 87% |
| Returns for 10 years | 47.67 | 47.71 | 100% |
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