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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$16.09
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.35B
Victory Sycamore Established Value Y
Price$46.78
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets17.17B
PVEJX vs VEVYX Comparison Chart in %
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PVEJX vs. VEVYX commentary
Sep 18, 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: 17.2B vs. PVEJX (2.35B). PVEJX pays higher dividends than VEVYX: PVEJX (1.20) vs VEVYX (1.06). PVEJX was incepted earlier than VEVYX: PVEJX (17 years) vs VEVYX (13 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 : -8.72 vs. PVEJX (-10.75). VEVYX return over 5 years is better than : 38.54 vs. PVEJX (32.50).
| PVEJX | VEVYX | PVEJX / VEVYX | |
| Total Expense Ratio | 0.87 | 0.66 | 132% |
| Annual Report Gross Expense Ratio | 0.89 | 0.66 | 135% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 5.242 | 2.550 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 17.2B | 14% |
| Annual Yield % from dividends | 1.20 | 1.06 | 113% |
| Returns for 1 year | -10.75 | -8.72 | 123% |
| Returns for 3 years | 5.55 | 6.72 | 83% |
| Returns for 5 years | 32.50 | 38.54 | 84% |
| Returns for 10 years | 27.52 | 56.68 | 49% |
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