Interact to see
Advertisement
Advertisement
HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.11
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets586.29M
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.61B
HRMDX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HRMDX vs. VEVYX commentary
May 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: 17.6B vs. HRMDX (586M). VEVYX pays higher dividends than HRMDX: VEVYX (1.15) vs HRMDX (0.83). 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 : -4.83 vs. VEVYX (-7.05). VEVYX return over 5 years is better than : 51.61 vs. HRMDX (46.80).
| 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 | 0.297 | -0.513 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 17.6B | 3% |
| Annual Yield % from dividends | 0.83 | 1.15 | 72% |
| Returns for 1 year | -4.83 | -7.05 | 69% |
| Returns for 3 years | 10.27 | 2.88 | 357% |
| Returns for 5 years | 46.80 | 51.61 | 91% |
| Returns for 10 years | 37.78 | 43.59 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers