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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$15.61
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.46B
Victory Sycamore Established Value Y
Price$46.01
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets17.4B
PVEJX vs VEVYX Comparison Chart in %
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PVEJX vs. VEVYX commentary
Jul 17, 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: 17.4B vs. PVEJX (2.46B). PVEJX pays higher dividends than VEVYX: PVEJX (1.24) vs VEVYX (1.09). 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 : -8.51 vs. PVEJX (-11.55). VEVYX return over 5 years is better than : 40.79 vs. PVEJX (32.53).
| 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 | 1.966 | 0.410 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 17.4B | 14% |
| Annual Yield % from dividends | 1.24 | 1.09 | 113% |
| Returns for 1 year | -11.55 | -8.51 | 136% |
| Returns for 3 years | 4.81 | 8.08 | 60% |
| Returns for 5 years | 32.53 | 40.79 | 80% |
| Returns for 10 years | 15.18 | 46.90 | 32% |
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