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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.64
Change-$0.33 (-1.65%)
VolumeN/A
Net Assets1.58B
Victory Sycamore Established Value Y
Price$45.92
Change-$0.46 (-0.99%)
VolumeN/A
Net Assets16.42B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. PMDHX (1.58B). PMDHX pays higher dividends than VEVYX: PMDHX (1.39) vs VEVYX (1.05). PMDHX was incepted earlier than VEVYX: PMDHX (9 years) vs VEVYX (13 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 : -1.40 vs. VEVYX (-12.13). PMDHX return over 5 years is better than : 61.55 vs. VEVYX (23.29).
| 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 | 13 years | - |
| Gain YTD | 8.191 | 1.716 | 477% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 16.4B | 10% |
| Annual Yield % from dividends | 1.39 | 1.05 | 132% |
| Returns for 1 year | -1.40 | -12.13 | 12% |
| Returns for 3 years | 25.49 | -0.47 | -5,383% |
| Returns for 5 years | 61.55 | 23.29 | 264% |
| Returns for 10 years | N/A | 51.15 | - |
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