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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$20.81
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.67B
Victory Sycamore Established Value Y
Price$47.43
Change+$0.38 (+0.81%)
VolumeN/A
Net Assets16.11B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Jan 15, 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 PMDIX is a Hold and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.1B vs. PMDIX (1.68B). PMDIX pays higher dividends than VEVYX: PMDIX (1.32) vs VEVYX (0.94). PMDIX was incepted earlier than VEVYX: PMDIX (15 years) vs VEVYX (13 years). PMDIX (0.87) is less costly to investors than VEVYX (0.66). VEVYX is a more actively managed with annual turnover of: 45.00 vs. PMDIX (25.90). 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 : 12.42 vs. VEVYX (3.15). PMDIX return over 5 years is better than : 48.26 vs. VEVYX (20.08).
| PMDIX | VEVYX | PMDIX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 6.445 | 5.353 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 16.1B | 10% |
| Annual Yield % from dividends | 1.32 | 0.94 | 140% |
| Returns for 1 year | 12.42 | 3.15 | 394% |
| Returns for 3 years | 35.38 | 4.67 | 758% |
| Returns for 5 years | 48.26 | 20.08 | 240% |
| Returns for 10 years | 112.05 | 88.93 | 126% |
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