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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.55B
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Nov 20, 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 Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. PMDAX (1.55B). PMDAX (1.09) and VEVYX (1.05) have matching dividends . 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 : -3.68 vs. VEVYX (-12.99). PMDAX return over 5 years is better than : 51.17 vs. VEVYX (19.42).
| 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 | 4.134 | -1.135 | -364% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 15.8B | 10% |
| Annual Yield % from dividends | 1.09 | 1.05 | 103% |
| Returns for 1 year | -3.68 | -12.99 | 28% |
| Returns for 3 years | 21.31 | -2.70 | -789% |
| Returns for 5 years | 51.17 | 19.42 | 263% |
| Returns for 10 years | 64.92 | 42.90 | 151% |
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