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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$16.86
Change-$1.27 (-7.00%)
VolumeN/A
Net Assets1.6B
Victory Sycamore Established Value Y
Price$43.04
Change-$2.25 (-4.97%)
VolumeN/A
Net Assets17.64B
PMDIX vs VEVYX Comparison Chart
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PMDIX vs. VEVYX commentary
Apr 04, 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: 17.6B vs. PMDIX (1.6B). PMDIX pays higher dividends than VEVYX: PMDIX (1.51) vs VEVYX (1.12). 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 : -0.99 vs. VEVYX (-7.96). PMDIX return over 5 years is better than : 112.59 vs. VEVYX (83.67).
| 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 | -2.015 | -1.233 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 17.6B | 9% |
| Annual Yield % from dividends | 1.51 | 1.12 | 135% |
| Returns for 1 year | -0.99 | -7.96 | 12% |
| Returns for 3 years | 8.42 | -4.79 | -176% |
| Returns for 5 years | 112.59 | 83.67 | 135% |
| Returns for 10 years | 52.32 | 43.64 | 120% |
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