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PMDHX vs VEVYX
PMDHX vs VEVYX Comparison
Open Charts PMDHX vs VEVYX
Principal Small-MidCap Dividend Inc R6
Price$21.52
Change+$2.06 (+10.59%)
VolumeN/A
Net Assets1.72B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
PMDHX vs VEVYX Comparison Chart in %
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PMDHX vs. VEVYX commentary
Feb 04, 2026
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: 16.2B vs. PMDHX (1.72B). PMDHX pays higher dividends than VEVYX: PMDHX (1.27) vs VEVYX (0.89). PMDHX was incepted earlier than VEVYX: PMDHX (9 years) vs VEVYX (13 years). PMDHX (0.78) 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 : 14.26 vs. VEVYX (2.79). PMDHX return over 5 years is better than : 52.06 vs. VEVYX (20.54).
| PMDHX | VEVYX | PMDHX / VEVYX | |
| Total Expense Ratio | 0.78 | 0.66 | 118% |
| Annual Report Gross Expense Ratio | 0.78 | 0.66 | 118% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.461 | 6.775 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 16.2B | 11% |
| Annual Yield % from dividends | 1.27 | 0.89 | 143% |
| Returns for 1 year | 14.26 | 2.79 | 511% |
| Returns for 3 years | 33.29 | 3.61 | 923% |
| Returns for 5 years | 52.06 | 20.54 | 253% |
| Returns for 10 years | N/A | 88.67 | - |
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