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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.41B
Victory Sycamore Established Value Y
Price$44.66
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets17.06B
PVEJX vs VEVYX Comparison Chart in %
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PVEJX vs. VEVYX commentary
Jun 21, 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 PVEJX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. PVEJX (2.41B). PVEJX pays higher dividends than VEVYX: PVEJX (1.26) vs VEVYX (1.12). PVEJX was incepted earlier than VEVYX: PVEJX (16 years) vs VEVYX (12 years). PVEJX (0.89) is less costly to investors than VEVYX (0.66). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VEVYX (34.00). PVEJX has a lower initial minimum investment than VEVYX: PVEJX (1000) vs VEVYX (1000000). VEVYX annual gain was more profitable for investors over the last year : -6.56 vs. PVEJX (-9.51). VEVYX return over 5 years is better than : 40.01 vs. PVEJX (32.65).
| PVEJX | VEVYX | PVEJX / VEVYX | |
| Total Expense Ratio | 0.87 | 0.66 | 132% |
| Annual Report Gross Expense Ratio | 0.89 | 0.66 | 135% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -0.590 | -2.370 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 17.1B | 14% |
| Annual Yield % from dividends | 1.26 | 1.12 | 112% |
| Returns for 1 year | -9.51 | -6.56 | 145% |
| Returns for 3 years | 3.34 | 6.42 | 52% |
| Returns for 5 years | 32.65 | 40.01 | 82% |
| Returns for 10 years | 8.54 | 41.15 | 21% |
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