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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.11
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Oct 19, 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 PMDAX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.6B vs. PMDAX (1.6B). PMDAX pays higher dividends than VEVYX: PMDAX (1.07) vs VEVYX (1.02). PMDAX was incepted earlier than VEVYX: PMDAX (14 years) vs VEVYX (13 years). PMDAX (1.16) is less costly to investors than VEVYX (0.66). PMDAX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDAX has a lower initial minimum investment than VEVYX: PMDAX (1000) vs VEVYX (1000000). PMDAX annual gain was more profitable for investors over the last year : -2.10 vs. VEVYX (-12.29). PMDAX return over 5 years is better than : 65.64 vs. VEVYX (31.88).
| PMDAX | VEVYX | PMDAX / VEVYX | |
| Total Expense Ratio | 1.12 | 0.66 | 170% |
| Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.517 | 0.751 | 601% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 16.6B | 10% |
| Annual Yield % from dividends | 1.07 | 1.02 | 105% |
| Returns for 1 year | -2.10 | -12.29 | 17% |
| Returns for 3 years | 30.85 | 7.07 | 436% |
| Returns for 5 years | 65.64 | 31.88 | 206% |
| Returns for 10 years | 68.30 | 48.25 | 142% |
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