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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$18.61
Change-$0.32 (-1.69%)
VolumeN/A
Net Assets1.67B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
PMDAX vs VEVYX Comparison Chart
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PMDAX vs. VEVYX commentary
Feb 23, 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: 18.2B vs. PMDAX (1.67B). 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 : 7.96 vs. VEVYX (-0.01). PMDAX return over 5 years is better than : 32.39 vs. VEVYX (25.64).
| 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 | 2.602 | 3.134 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 18.2B | 9% |
| Annual Yield % from dividends | 1.21 | 1.26 | 96% |
| Returns for 1 year | 7.96 | -0.01 | -108,425% |
| Returns for 3 years | 13.80 | 2.43 | 567% |
| Returns for 5 years | 32.39 | 25.64 | 126% |
| Returns for 10 years | 55.31 | 50.73 | 109% |
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