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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.68
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets516.43M
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
HRMDX vs VEVYX Comparison Chart
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HRMDX vs. VEVYX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. HRMDX (516M). 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). HRMDX annual gain was more profitable for investors over the last year : 0.73 vs. VEVYX (-1.86). VEVYX return over 5 years is better than : 23.31 vs. HRMDX (17.77).
| 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 | 1.559 | 1.219 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 18.2B | 3% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 0.73 | -1.86 | -39% |
| Returns for 3 years | 5.73 | 0.53 | 1,082% |
| Returns for 5 years | 17.77 | 23.31 | 76% |
| Returns for 10 years | 40.18 | 47.93 | 84% |
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