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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.57
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets1.6B
Victory Sycamore Established Value Y
Price$46.42
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets16.58B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Oct 21, 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: 16.6B vs. PMDHX (1.6B). PMDHX pays higher dividends than VEVYX: PMDHX (1.38) vs VEVYX (1.02). 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 : -1.74 vs. VEVYX (-12.29). PMDHX return over 5 years is better than : 67.96 vs. VEVYX (31.88).
| 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 | 4.778 | 0.751 | 636% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 16.6B | 10% |
| Annual Yield % from dividends | 1.38 | 1.02 | 135% |
| Returns for 1 year | -1.74 | -12.29 | 14% |
| Returns for 3 years | 32.17 | 7.07 | 455% |
| Returns for 5 years | 67.96 | 31.88 | 213% |
| Returns for 10 years | N/A | 48.25 | - |
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