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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$13.07
Change-$0.60 (-4.39%)
VolumeN/A
Net Assets545.74M
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
HRMDX vs VEVYX Comparison Chart
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HRMDX vs. VEVYX commentary
Apr 04, 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 (546M). 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 : -4.31 vs. VEVYX (-7.96). VEVYX (83.67) and HRMDX (80.68) have equivalent 5 years return.
| 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 | 1.485 | -1.233 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 17.6B | 3% |
| Annual Yield % from dividends | 0.79 | 1.12 | 70% |
| Returns for 1 year | -4.31 | -7.96 | 54% |
| Returns for 3 years | 2.17 | -4.79 | -45% |
| Returns for 5 years | 80.68 | 83.67 | 96% |
| Returns for 10 years | 39.28 | 43.64 | 90% |
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