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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets577.06M
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.78B
HRMDX vs VEVYX Comparison Chart
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HRMDX vs. VEVYX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. HRMDX (577M). 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 : 5.15 vs. HRMDX (2.52). VEVYX return over 5 years is better than : 24.12 vs. HRMDX (15.12).
| 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 | 2.004 | 3.025 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 18.8B | 3% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 2.52 | 5.15 | 49% |
| Returns for 3 years | 3.76 | -0.60 | -625% |
| Returns for 5 years | 15.12 | 24.12 | 63% |
| Returns for 10 years | 49.54 | 60.47 | 82% |
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