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PMDAX vs VEVYX
PMDAX vs VEVYX Comparison
Open Charts PMDAX vs VEVYX
Principal Small-MidCap Dividend Inc A
Price$19.03
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
PMDAX vs VEVYX Comparison Chart in %
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PMDAX vs. VEVYX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. PMDAX (1.62B). PMDAX (1.15) and VEVYX (1.09) 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 : 2.60 vs. VEVYX (-4.06). PMDAX return over 5 years is better than : 69.18 vs. VEVYX (43.23).
| 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 | 3.816 | 2.971 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.7B | 9% |
| Annual Yield % from dividends | 1.15 | 1.09 | 105% |
| Returns for 1 year | 2.60 | -4.06 | -64% |
| Returns for 3 years | 22.55 | 7.34 | 307% |
| Returns for 5 years | 69.18 | 43.23 | 160% |
| Returns for 10 years | 65.74 | 52.03 | 126% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| MFSV | 25.68 | 0.10 | +0.38% |
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| CGO | 11.75 | 0.04 | +0.34% |
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| Schwab Fundamental International SmEqETF | |||