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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$16.73
Change+$1.33 (+8.64%)
VolumeN/A
Net Assets1.36B
Victory Sycamore Established Value Y
Price$42.41
Change+$3.05 (+7.75%)
VolumeN/A
Net Assets15.29B
PMDAX vs VEVYX Comparison Chart
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PMDAX vs. VEVYX commentary
Apr 11, 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 PMDAX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. PMDAX (1.36B). PMDAX pays higher dividends than VEVYX: PMDAX (1.24) vs VEVYX (1.12). PMDAX was incepted earlier than VEVYX: PMDAX (14 years) vs VEVYX (12 years). PMDAX (1.16) is less costly to investors than VEVYX (0.66). PMDAX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDAX has a lower initial minimum investment than VEVYX: PMDAX (1000) vs VEVYX (1000000). PMDAX annual gain was more profitable for investors over the last year : -15.85 vs. VEVYX (-20.22). PMDAX return over 5 years is better than : 51.66 vs. VEVYX (35.80).
| PMDAX | VEVYX | PMDAX / VEVYX | |
| Total Expense Ratio | 1.12 | 0.66 | 170% |
| Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -16.282 | -14.165 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 15.3B | 9% |
| Annual Yield % from dividends | 1.24 | 1.12 | 111% |
| Returns for 1 year | -15.85 | -20.22 | 78% |
| Returns for 3 years | -5.84 | -16.41 | 36% |
| Returns for 5 years | 51.66 | 35.80 | 144% |
| Returns for 10 years | 27.17 | 25.08 | 108% |
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