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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.24B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Aug 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 PMDAX is a Buy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. PMDAX (1.59B). PMDAX (1.13) and VEVYX (1.08) have matching dividends . 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 : 4.59 vs. VEVYX (-7.20). PMDAX return over 5 years is better than : 64.76 vs. VEVYX (34.80).
| 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 | 4.362 | 1.133 | 385% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.2B | 9% |
| Annual Yield % from dividends | 1.13 | 1.08 | 104% |
| Returns for 1 year | 4.59 | -7.20 | -64% |
| Returns for 3 years | 14.04 | -2.80 | -502% |
| Returns for 5 years | 64.76 | 34.80 | 186% |
| Returns for 10 years | 65.12 | 45.03 | 145% |
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