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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$17.58
Change+$0.31 (+1.80%)
VolumeN/A
Net Assets1.54B
Victory Sycamore Established Value Y
Price$44.11
Change+$0.82 (+1.89%)
VolumeN/A
Net Assets16.75B
PMDIX vs VEVYX Comparison Chart
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PMDIX vs. VEVYX commentary
May 03, 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 PMDIX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.7B vs. PMDIX (1.54B). PMDIX pays higher dividends than VEVYX: PMDIX (1.56) vs VEVYX (1.15). PMDIX was incepted earlier than VEVYX: PMDIX (14 years) vs VEVYX (12 years). PMDIX (0.87) is less costly to investors than VEVYX (0.66). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDIX has a lower initial minimum investment than VEVYX: PMDIX (0) vs VEVYX (1000000). PMDIX annual gain was more profitable for investors over the last year : -2.22 vs. VEVYX (-8.92). PMDIX return over 5 years is better than : 73.13 vs. VEVYX (50.29).
| PMDIX | VEVYX | PMDIX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -6.663 | -5.594 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 16.7B | 9% |
| Annual Yield % from dividends | 1.56 | 1.15 | 136% |
| Returns for 1 year | -2.22 | -8.92 | 25% |
| Returns for 3 years | 8.40 | -7.02 | -120% |
| Returns for 5 years | 73.13 | 50.29 | 145% |
| Returns for 10 years | 47.60 | 39.02 | 122% |
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