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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.63
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$46.38
Change-$0.34 (-0.73%)
VolumeN/A
Net Assets17.09B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Sep 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 PMDHX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. PMDHX (1.61B). PMDHX pays higher dividends than VEVYX: PMDHX (1.38) vs VEVYX (1.06). PMDHX was incepted earlier than VEVYX: PMDHX (9 years) vs VEVYX (13 years). PMDHX (0.79) is less costly to investors than VEVYX (0.66). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDHX has a lower initial minimum investment than VEVYX: PMDHX (0) vs VEVYX (1000000). PMDHX annual gain was more profitable for investors over the last year : 3.82 vs. VEVYX (-9.15). PMDHX return over 5 years is better than : 87.23 vs. VEVYX (43.68).
| PMDHX | VEVYX | PMDHX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 7.054 | 2.462 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 17.1B | 9% |
| Annual Yield % from dividends | 1.38 | 1.06 | 130% |
| Returns for 1 year | 3.82 | -9.15 | -42% |
| Returns for 3 years | 40.65 | 14.27 | 285% |
| Returns for 5 years | 87.23 | 43.68 | 200% |
| Returns for 10 years | N/A | 61.47 | - |