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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.27
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Jul 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 PMDHX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B vs. PMDHX (1.62B). PMDHX pays higher dividends than VEVYX: PMDHX (1.46) vs VEVYX (1.09). PMDHX was incepted earlier than VEVYX: PMDHX (9 years) vs VEVYX (12 years). PMDHX (0.79) is less costly to investors than VEVYX (0.66). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDHX has a lower initial minimum investment than VEVYX: PMDHX (0) vs VEVYX (1000000). PMDHX annual gain was more profitable for investors over the last year : 8.57 vs. VEVYX (-1.65). PMDHX return over 5 years is better than : 76.48 vs. VEVYX (48.38).
| PMDHX | VEVYX | PMDHX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.051 | 2.118 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.8B | 9% |
| Annual Yield % from dividends | 1.46 | 1.09 | 134% |
| Returns for 1 year | 8.57 | -1.65 | -521% |
| Returns for 3 years | 29.18 | 9.30 | 314% |
| Returns for 5 years | 76.48 | 48.38 | 158% |
| Returns for 10 years | N/A | 50.51 | - |
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