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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.85
Change+$0.22 (+1.12%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$46.94
Change+$0.45 (+0.97%)
VolumeN/A
Net Assets16B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Dec 05, 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 StrongBuy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16B vs. PMDAX (1.61B). PMDAX (1.06) and VEVYX (1.02) have matching dividends . PMDAX was incepted earlier than VEVYX: PMDAX (15 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 : -2.51 vs. VEVYX (-12.07). PMDAX return over 5 years is better than : 50.86 vs. VEVYX (18.34).
| PMDAX | VEVYX | PMDAX / VEVYX | |
| Total Expense Ratio | 1.12 | 0.66 | 170% |
| Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 8.564 | 2.945 | 291% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 16B | 10% |
| Annual Yield % from dividends | 1.06 | 1.02 | 104% |
| Returns for 1 year | -2.51 | -12.07 | 21% |
| Returns for 3 years | 23.59 | -1.61 | -1,467% |
| Returns for 5 years | 50.86 | 18.34 | 277% |
| Returns for 10 years | 72.84 | 48.71 | 150% |
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