Ad is loading...
PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$18.84
Change-$0.32 (-1.67%)
VolumeN/A
Net Assets1.67B
Victory Sycamore Established Value Y
Price$46.51
Change-$0.88 (-1.86%)
VolumeN/A
Net Assets18.19B
PMDHX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMDHX 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 PMDHX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.2B vs. PMDHX (1.67B). PMDHX pays higher dividends than VEVYX: PMDHX (1.48) vs VEVYX (1.26). PMDHX was incepted earlier than VEVYX: PMDHX (8 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. PMDHX (26.50). 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 : 6.53 vs. VEVYX (-0.01). PMDHX return over 5 years is better than : 32.07 vs. VEVYX (25.64).
| PMDHX | VEVYX | PMDHX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 0.911 | 3.134 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 18.2B | 9% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 6.53 | -0.01 | -88,924% |
| Returns for 3 years | 12.73 | 2.43 | 524% |
| Returns for 5 years | 32.07 | 25.64 | 125% |
| Returns for 10 years | N/A | 50.73 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...