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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX 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 PMDIX is a StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. PMDIX (1.71B). PMDIX pays higher dividends than VEVYX: PMDIX (1.22) vs VEVYX (0.89). PMDIX was incepted earlier than VEVYX: PMDIX (15 years) vs VEVYX (13 years). PMDIX (0.86) 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 : 14.16 vs. VEVYX (2.79). PMDIX return over 5 years is better than : 51.48 vs. VEVYX (20.54).
| PMDIX | VEVYX | PMDIX / VEVYX | |
| Total Expense Ratio | 0.85 | 0.66 | 129% |
| Annual Report Gross Expense Ratio | 0.86 | 0.66 | 130% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 9.412 | 6.775 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 16.2B | 11% |
| Annual Yield % from dividends | 1.22 | 0.89 | 137% |
| Returns for 1 year | 14.16 | 2.79 | 507% |
| Returns for 3 years | 32.96 | 3.61 | 914% |
| Returns for 5 years | 51.48 | 20.54 | 251% |
| Returns for 10 years | 112.99 | 88.67 | 127% |
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