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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$21.25
Change+$2.02 (+10.50%)
VolumeN/A
Net Assets1.71B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Feb 05, 2026
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 StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. PMDAX (1.71B). PMDAX pays higher dividends than VEVYX: PMDAX (0.99) vs VEVYX (0.89). PMDAX was incepted earlier than VEVYX: PMDAX (15 years) vs VEVYX (13 years). PMDAX (1.14) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. PMDAX (25.90). 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 : 13.83 vs. VEVYX (2.79). PMDAX return over 5 years is better than : 49.76 vs. VEVYX (20.54).
| PMDAX | VEVYX | PMDAX / VEVYX | |
| Total Expense Ratio | 1.12 | 0.66 | 170% |
| Annual Report Gross Expense Ratio | 1.14 | 0.66 | 173% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 9.367 | 6.775 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 16.2B | 11% |
| Annual Yield % from dividends | 0.99 | 0.89 | 111% |
| Returns for 1 year | 13.83 | 2.79 | 496% |
| Returns for 3 years | 31.86 | 3.61 | 883% |
| Returns for 5 years | 49.76 | 20.54 | 242% |
| Returns for 10 years | 107.18 | 88.67 | 121% |
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