PMPRX
Price
$14.14
Change
+$0.97 (+7.37%)
Updated
Apr 9 closing price
Net Assets
2.29B
VEVYX
Price
$41.08
Change
-$1.33 (-3.14%)
Updated
Apr 10 closing price
Net Assets
16.47B
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PMPRX vs VEVYX

Header iconPMPRX vs VEVYX Comparison
Open Charts PMPRX vs VEVYXBanner chart's image
Principal MidCap Value I R3
Price$14.14
Change+$0.97 (+7.37%)
VolumeN/A
Net Assets2.29B
Victory Sycamore Established Value Y
Price$41.08
Change-$1.33 (-3.14%)
VolumeN/A
Net Assets16.47B
PMPRX vs VEVYX Comparison Chart
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PMPRX vs. VEVYX commentary
Apr 11, 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 PMPRX is a Buy and VEVYX is a Hold.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.5B vs. PMPRX (2.29B). VEVYX pays higher dividends than PMPRX: VEVYX (1.12) vs PMPRX (1.03). PMPRX was incepted earlier than VEVYX: PMPRX (21 years) vs VEVYX (12 years). PMPRX (1.21) is less costly to investors than VEVYX (0.66). PMPRX is a more actively managed with annual turnover of: 55.30 vs. VEVYX (34.00). PMPRX has a lower initial minimum investment than VEVYX: PMPRX (0) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -20.22 vs. PMPRX (-23.27). VEVYX return over 5 years is better than : 35.80 vs. PMPRX (25.06).
PMPRXVEVYXPMPRX / VEVYX
Total Expense Ratio1.190.66180%
Annual Report Gross Expense Ratio1.210.66183%
Fund Existence21 years12 years-
Gain YTD-13.298-14.16594%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.29B16.5B14%
Annual Yield % from dividends1.031.1293%
Returns for 1 year-23.27-20.22115%
Returns for 3 years-20.07-16.41122%
Returns for 5 years25.0635.8070%
Returns for 10 years-7.6225.08-30%
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