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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$17.93
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$44.50
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets17.2B
PMDIX vs VEVYX Comparison Chart
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PMDIX vs. VEVYX commentary
May 23, 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 Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. PMDIX (1.59B). 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 : -1.12 vs. VEVYX (-8.66). PMDIX return over 5 years is better than : 74.62 vs. VEVYX (48.12).
| 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 | -2.826 | -2.803 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.2B | 9% |
| Annual Yield % from dividends | 1.56 | 1.15 | 136% |
| Returns for 1 year | -1.12 | -8.66 | 13% |
| Returns for 3 years | 15.16 | -0.93 | -1,637% |
| Returns for 5 years | 74.62 | 48.12 | 155% |
| Returns for 10 years | 51.38 | 40.28 | 128% |
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