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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$18.45
Change-$0.70 (-3.66%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.61
Change-$1.51 (-3.20%)
VolumeN/A
CapitalizationN/A
PMDAX vs VEVYX Comparison Chart
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PMDAX vs. VEVYX commentary
Dec 19, 2024
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 Hold and VEVYX is a Sell.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.7B vs. PMDAX (1.75B). VEVYX (1.26) and PMDAX (1.21) have matching dividends . PMDAX was incepted earlier than VEVYX: PMDAX (14 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. PMDAX (26.50). 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 : 13.18 vs. VEVYX (4.41). PMDAX return over 5 years is better than : 31.48 vs. VEVYX (26.20).
| PMDAX | VEVYX | PMDAX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 11.239 | 3.246 | 346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 18.7B | 9% |
| Annual Yield % from dividends | 1.21 | 1.26 | 96% |
| Returns for 1 year | 13.18 | 4.41 | 299% |
| Returns for 3 years | 12.60 | 3.35 | 375% |
| Returns for 5 years | 31.48 | 26.20 | 120% |
| Returns for 10 years | 62.30 | 39.52 | 158% |
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