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PMDDX vs VEVYX
PMDDX vs VEVYX Comparison
Open Charts PMDDX vs VEVYX
Principal Small-MidCap Dividend Inc C
Price$17.37
Change+$0.21 (+1.22%)
VolumeN/A
Net Assets1.56B
Victory Sycamore Established Value Y
Price$44.25
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets17.02B
PMDDX vs VEVYX Comparison Chart
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PMDDX vs. VEVYX commentary
May 09, 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 PMDDX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17B vs. PMDDX (1.56B). VEVYX pays higher dividends than PMDDX: VEVYX (1.15) vs PMDDX (0.45). PMDDX was incepted earlier than VEVYX: PMDDX (13 years) vs VEVYX (12 years). PMDDX (2.00) is less costly to investors than VEVYX (0.66). PMDDX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDDX has a lower initial minimum investment than VEVYX: PMDDX (1000) vs VEVYX (1000000). PMDDX annual gain was more profitable for investors over the last year : -4.51 vs. VEVYX (-9.20). PMDDX return over 5 years is better than : 62.34 vs. VEVYX (46.07).
| PMDDX | VEVYX | PMDDX / VEVYX | |
| Total Expense Ratio | 1.87 | 0.66 | 283% |
| Annual Report Gross Expense Ratio | 2.00 | 0.66 | 303% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -5.922 | -4.089 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 17B | 9% |
| Annual Yield % from dividends | 0.45 | 1.15 | 39% |
| Returns for 1 year | -4.51 | -9.20 | 49% |
| Returns for 3 years | 10.12 | -2.22 | -457% |
| Returns for 5 years | 62.34 | 46.07 | 135% |
| Returns for 10 years | 35.13 | 40.43 | 87% |