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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.66
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$47.07
Change-$0.19 (-0.40%)
VolumeN/A
Net Assets17.46B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.5B vs. PMDAX (1.62B). PMDAX (1.13) and VEVYX (1.08) 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 : 5.26 vs. VEVYX (-6.93). PMDAX return over 5 years is better than : 71.45 vs. VEVYX (37.44).
| 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 | 7.526 | 3.453 | 218% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.5B | 9% |
| Annual Yield % from dividends | 1.13 | 1.08 | 104% |
| Returns for 1 year | 5.26 | -6.93 | -76% |
| Returns for 3 years | 25.29 | 4.61 | 549% |
| Returns for 5 years | 71.45 | 37.44 | 191% |
| Returns for 10 years | 79.48 | 56.52 | 141% |
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