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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$19.62
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$46.84
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets17.14B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Sep 30, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. PMDIX (1.62B). PMDIX pays higher dividends than VEVYX: PMDIX (1.32) vs VEVYX (1.06). PMDIX was incepted earlier than VEVYX: PMDIX (14 years) vs VEVYX (13 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 : 3.17 vs. VEVYX (-9.65). PMDIX return over 5 years is better than : 83.93 vs. VEVYX (41.58).
| 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 | 13 years | - |
| Gain YTD | 7.363 | 2.879 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.1B | 9% |
| Annual Yield % from dividends | 1.32 | 1.06 | 125% |
| Returns for 1 year | 3.17 | -9.65 | -33% |
| Returns for 3 years | 41.98 | 15.17 | 277% |
| Returns for 5 years | 83.93 | 41.58 | 202% |
| Returns for 10 years | 86.97 | 57.06 | 152% |
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