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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$18.64
Change+$0.20 (+1.08%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Established Value Y
Price$45.98
Change+$0.53 (+1.17%)
VolumeN/A
CapitalizationN/A
PMDIX vs VEVYX Comparison Chart
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PMDIX vs. VEVYX commentary
Dec 23, 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 PMDIX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 18.3B vs. PMDIX (1.69B). PMDIX pays higher dividends than VEVYX: PMDIX (1.43) vs VEVYX (1.26). PMDIX was incepted earlier than VEVYX: PMDIX (14 years) vs VEVYX (12 years). VEVYX is a more actively managed with annual turnover of: 28.00 vs. PMDIX (26.50). 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 : 8.67 vs. VEVYX (0.82). PMDIX return over 5 years is better than : 28.15 vs. VEVYX (22.14).
| PMDIX | VEVYX | PMDIX / VEVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 7.861 | 0.322 | 2,442% |
| 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 | 1.43 | 1.26 | 114% |
| Returns for 1 year | 8.67 | 0.82 | 1,055% |
| Returns for 3 years | 8.93 | -0.03 | -29,436% |
| Returns for 5 years | 28.15 | 22.14 | 127% |
| Returns for 10 years | 60.02 | 34.34 | 175% |
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