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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.23
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets1.74B
Victory Sycamore Established Value Y
Price$47.34
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets18.76B
PMDAX vs VEVYX Comparison Chart
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PMDAX vs. VEVYX commentary
Jan 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.8B vs. PMDAX (1.74B). 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 : 13.73 vs. VEVYX (4.97). PMDAX return over 5 years is better than : 30.62 vs. VEVYX (23.91).
| 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 | 3.523 | 2.851 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 18.8B | 9% |
| Annual Yield % from dividends | 1.21 | 1.26 | 96% |
| Returns for 1 year | 13.73 | 4.97 | 276% |
| Returns for 3 years | 9.26 | -0.77 | -1,203% |
| Returns for 5 years | 30.62 | 23.91 | 128% |
| Returns for 10 years | 63.75 | 60.20 | 106% |
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