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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$20.08
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.63B
Victory Sycamore Established Value Y
Price$45.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.83B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Dec 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 PMDHX is a Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. PMDHX (1.63B). PMDHX pays higher dividends than VEVYX: PMDHX (1.36) vs VEVYX (1.02). 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). VEVYX is a more actively managed with annual turnover of: 45.00 vs. PMDHX (25.90). 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 : 7.34 vs. VEVYX (-1.16). PMDHX return over 5 years is better than : 49.78 vs. VEVYX (20.22).
| 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 | 8.787 | 0.028 | 31,704% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 15.8B | 10% |
| Annual Yield % from dividends | 1.36 | 1.02 | 133% |
| Returns for 1 year | 7.34 | -1.16 | -635% |
| Returns for 3 years | 37.50 | 4.96 | 755% |
| Returns for 5 years | 49.78 | 20.22 | 246% |
| Returns for 10 years | N/A | 65.42 | - |
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