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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$18.25
Change-$0.15 (-0.82%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$44.86
Change-$0.44 (-0.97%)
VolumeN/A
Net Assets17.3B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Jun 26, 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: 17.3B vs. PMDAX (1.59B). PMDAX pays higher dividends than VEVYX: PMDAX (1.23) vs VEVYX (1.12). PMDAX was incepted earlier than VEVYX: PMDAX (14 years) vs VEVYX (12 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 : 4.90 vs. VEVYX (-5.42). PMDAX return over 5 years is better than : 74.04 vs. VEVYX (48.01).
| 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 | 12 years | - |
| Gain YTD | 0.379 | -0.837 | -45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.3B | 9% |
| Annual Yield % from dividends | 1.23 | 1.12 | 110% |
| Returns for 1 year | 4.90 | -5.42 | -90% |
| Returns for 3 years | 23.41 | 5.12 | 457% |
| Returns for 5 years | 74.04 | 48.01 | 154% |
| Returns for 10 years | 54.57 | 44.58 | 122% |
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