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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.37
Change-$0.19 (-0.97%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.33B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. PMDHX (1.61B). PMDHX pays higher dividends than VEVYX: PMDHX (1.44) vs VEVYX (1.08). 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 : 6.03 vs. VEVYX (-6.73). PMDHX return over 5 years is better than : 68.95 vs. VEVYX (35.47).
| 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 | 5.617 | 1.636 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 17.3B | 9% |
| Annual Yield % from dividends | 1.44 | 1.08 | 133% |
| Returns for 1 year | 6.03 | -6.73 | -89% |
| Returns for 3 years | 16.25 | -2.31 | -702% |
| Returns for 5 years | 68.95 | 35.47 | 194% |
| Returns for 10 years | N/A | 45.75 | - |
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