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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
Victory Sycamore Established Value Y
Price$46.20
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets17.24B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Aug 17, 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 PMDIX is a Buy and VEVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.2B vs. PMDIX (1.59B). PMDIX pays higher dividends than VEVYX: PMDIX (1.38) vs VEVYX (1.08). PMDIX was incepted earlier than VEVYX: PMDIX (14 years) vs VEVYX (13 years). PMDIX (0.87) is less costly to investors than VEVYX (0.66). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VEVYX (34.00). PMDIX has a lower initial minimum investment than VEVYX: PMDIX (0) vs VEVYX (1000000). PMDIX annual gain was more profitable for investors over the last year : 4.89 vs. VEVYX (-7.20). PMDIX return over 5 years is better than : 66.77 vs. VEVYX (34.80).
| PMDIX | VEVYX | PMDIX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.525 | 1.133 | 399% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.2B | 9% |
| Annual Yield % from dividends | 1.38 | 1.08 | 127% |
| Returns for 1 year | 4.89 | -7.20 | -68% |
| Returns for 3 years | 14.90 | -2.80 | -532% |
| Returns for 5 years | 66.77 | 34.80 | 192% |
| Returns for 10 years | 69.67 | 45.03 | 155% |
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