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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$14.22
Change+$0.97 (+7.32%)
VolumeN/A
Net Assets2.14B
Victory Sycamore Established Value Y
Price$42.41
Change+$3.05 (+7.75%)
VolumeN/A
Net Assets15.29B
PVEJX vs VEVYX Comparison Chart
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PVEJX 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 PVEJX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. PVEJX (2.14B). PVEJX pays higher dividends than VEVYX: PVEJX (1.27) vs VEVYX (1.12). PVEJX was incepted earlier than VEVYX: PVEJX (16 years) vs VEVYX (12 years). PVEJX (0.94) 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 : -20.22 vs. PVEJX (-22.86). VEVYX return over 5 years is better than : 35.80 vs. PVEJX (27.07).
| PVEJX | VEVYX | PVEJX / VEVYX | |
| Total Expense Ratio | 0.92 | 0.66 | 139% |
| Annual Report Gross Expense Ratio | 0.94 | 0.66 | 142% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -13.172 | -14.165 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 15.3B | 14% |
| Annual Yield % from dividends | 1.27 | 1.12 | 114% |
| Returns for 1 year | -22.86 | -20.22 | 113% |
| Returns for 3 years | -19.42 | -16.41 | 118% |
| Returns for 5 years | 27.07 | 35.80 | 76% |
| Returns for 10 years | -4.88 | 25.08 | -19% |
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