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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$19.67
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.68B
Victory Sycamore Established Value Y
Price$46.38
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets16.63B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Oct 27, 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: 16.6B vs. PMDIX (1.68B). PMDIX pays higher dividends than VEVYX: PMDIX (1.32) vs VEVYX (1.02). 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 : 2.02 vs. VEVYX (-9.79). PMDIX return over 5 years is better than : 67.81 vs. VEVYX (30.56).
| 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 | 7.091 | 1.716 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 16.6B | 10% |
| Annual Yield % from dividends | 1.32 | 1.02 | 129% |
| Returns for 1 year | 2.02 | -9.79 | -21% |
| Returns for 3 years | 33.17 | 5.26 | 630% |
| Returns for 5 years | 67.81 | 30.56 | 222% |
| Returns for 10 years | 78.22 | 48.69 | 161% |
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