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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$18.75
Change+$0.21 (+1.13%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.98
Change+$0.53 (+1.17%)
VolumeN/A
CapitalizationN/A
PMDHX vs VEVYX Comparison Chart
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PMDHX vs. VEVYX commentary
Dec 22, 2024
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: 18.3B vs. PMDHX (1.69B). 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 : 8.74 vs. VEVYX (0.82). PMDHX return over 5 years is better than : 28.55 vs. VEVYX (22.14).
| 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 | 7.922 | 0.322 | 2,461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 18.3B | 9% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 8.74 | 0.82 | 1,064% |
| Returns for 3 years | 9.13 | -0.03 | -30,113% |
| Returns for 5 years | 28.55 | 22.14 | 129% |
| Returns for 10 years | N/A | 34.34 | - |
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