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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$19.20
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$46.75
Change-$0.29 (-0.62%)
VolumeN/A
Net Assets17.73B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Jul 29, 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 StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B 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 (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 : 1.00 vs. VEVYX (-5.96). PMDHX return over 5 years is better than : 67.61 vs. VEVYX (40.63).
| 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 | 3.673 | 2.337 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 17.7B | 9% |
| Annual Yield % from dividends | 1.46 | 1.09 | 134% |
| Returns for 1 year | 1.00 | -5.96 | -17% |
| Returns for 3 years | 18.29 | 2.11 | 865% |
| Returns for 5 years | 67.61 | 40.63 | 166% |
| Returns for 10 years | N/A | 48.12 | - |
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