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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$14.91
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.39B
Victory Sycamore Established Value Y
Price$44.17
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets17.11B
PVEJX vs VEVYX Comparison Chart
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PVEJX vs. VEVYX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.1B vs. PVEJX (2.39B). PVEJX pays higher dividends than VEVYX: PVEJX (1.30) vs VEVYX (1.15). 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 : -9.53 vs. PVEJX (-12.53). VEVYX return over 5 years is better than : 46.97 vs. PVEJX (38.38).
| 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 | -2.163 | -3.501 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 17.1B | 14% |
| Annual Yield % from dividends | 1.30 | 1.15 | 113% |
| Returns for 1 year | -12.53 | -9.53 | 131% |
| Returns for 3 years | -4.21 | -1.13 | 372% |
| Returns for 5 years | 38.38 | 46.97 | 82% |
| Returns for 10 years | 8.39 | 41.78 | 20% |
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