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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$18.30
Change-$0.29 (-1.56%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.34B
PMDHX vs VEVYX Comparison Chart
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PMDHX vs. VEVYX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. PMDHX (1.59B). PMDHX pays higher dividends than VEVYX: PMDHX (1.56) vs VEVYX (1.12). PMDHX was incepted earlier than VEVYX: PMDHX (8 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 : 2.88 vs. VEVYX (-6.53). PMDHX return over 5 years is better than : 66.96 vs. VEVYX (40.61).
| PMDHX | VEVYX | PMDHX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.79 | 0.66 | 120% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | -1.609 | -2.497 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.3B | 9% |
| Annual Yield % from dividends | 1.56 | 1.12 | 139% |
| Returns for 1 year | 2.88 | -6.53 | -44% |
| Returns for 3 years | 22.82 | 4.61 | 495% |
| Returns for 5 years | 66.96 | 40.61 | 165% |
| Returns for 10 years | N/A | 42.12 | - |
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