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HRMDX vs VEVYX
HRMDX vs VEVYX Comparison
Open Charts HRMDX vs VEVYX
Heartland Mid Cap Value Investor
Price$14.24
Change+$0.60 (+4.40%)
VolumeN/A
Net Assets484.19M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
HRMDX vs VEVYX Comparison Chart in %
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HRMDX vs. VEVYX commentary
Feb 04, 2026
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: 16.2B vs. HRMDX (484M). HRMDX pays higher dividends than VEVYX: HRMDX (1.15) vs VEVYX (0.89). 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 (45.00). 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 : 5.28 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. HRMDX (8.51).
| 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 | 7.879 | 6.775 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 16.2B | 3% |
| Annual Yield % from dividends | 1.15 | 0.89 | 130% |
| Returns for 1 year | 5.28 | 2.79 | 189% |
| Returns for 3 years | 8.67 | 3.61 | 240% |
| Returns for 5 years | 8.51 | 20.54 | 41% |
| Returns for 10 years | 80.71 | 88.67 | 91% |
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