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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.44
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets1.58B
Victory Sycamore Established Value Y
Price$46.79
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets16.96B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Oct 09, 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: 17B vs. PMDAX (1.58B). PMDAX pays higher dividends than VEVYX: PMDAX (1.07) vs VEVYX (1.02). PMDAX was incepted earlier than VEVYX: PMDAX (14 years) vs VEVYX (13 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 : 2.61 vs. VEVYX (-9.24). PMDAX return over 5 years is better than : 67.30 vs. VEVYX (33.68).
| 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 | 13 years | - |
| Gain YTD | 5.829 | 2.287 | 255% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 17B | 9% |
| Annual Yield % from dividends | 1.07 | 1.02 | 105% |
| Returns for 1 year | 2.61 | -9.24 | -28% |
| Returns for 3 years | 36.18 | 11.58 | 312% |
| Returns for 5 years | 67.30 | 33.68 | 200% |
| Returns for 10 years | 70.28 | 51.08 | 138% |
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