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PABVX vs VEVYX
PABVX vs VEVYX Comparison
Open Charts PABVX vs VEVYX
Principal MidCap Value I R5
Price$15.29
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.42B
Victory Sycamore Established Value Y
Price$44.67
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets17.16B
PABVX vs VEVYX Comparison Chart
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PABVX vs. VEVYX commentary
Jun 07, 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 PABVX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. PABVX (2.42B). PABVX pays higher dividends than VEVYX: PABVX (1.25) vs VEVYX (1.12). PABVX was incepted earlier than VEVYX: PABVX (21 years) vs VEVYX (12 years). PABVX (0.90) is less costly to investors than VEVYX (0.66). PABVX is a more actively managed with annual turnover of: 55.30 vs. VEVYX (34.00). PABVX has a lower initial minimum investment than VEVYX: PABVX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -7.10 vs. PABVX (-9.74). VEVYX return over 5 years is better than : 29.32 vs. PABVX (23.36).
| PABVX | VEVYX | PABVX / VEVYX | |
| Total Expense Ratio | 0.88 | 0.66 | 133% |
| Annual Report Gross Expense Ratio | 0.90 | 0.66 | 136% |
| Fund Existence | 21 years | 12 years | - |
| Gain YTD | -0.455 | -2.388 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 17.2B | 14% |
| Annual Yield % from dividends | 1.25 | 1.12 | 112% |
| Returns for 1 year | -9.74 | -7.10 | 137% |
| Returns for 3 years | -7.45 | -4.89 | 153% |
| Returns for 5 years | 23.36 | 29.32 | 80% |
| Returns for 10 years | 11.41 | 43.95 | 26% |
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