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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
Victory Sycamore Established Value Y
Price$47.04
Change+$0.15 (+0.32%)
VolumeN/A
Net Assets17.73B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Jul 27, 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 Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.7B vs. PMDIX (1.62B). PMDIX pays higher dividends than VEVYX: PMDIX (1.40) vs VEVYX (1.09). 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 : 2.91 vs. VEVYX (-4.06). PMDIX return over 5 years is better than : 71.22 vs. VEVYX (43.23).
| 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 | 3.982 | 2.971 | 134% |
| 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 | 1.40 | 1.09 | 128% |
| Returns for 1 year | 2.91 | -4.06 | -72% |
| Returns for 3 years | 23.50 | 7.34 | 320% |
| Returns for 5 years | 71.22 | 43.23 | 165% |
| Returns for 10 years | 70.43 | 52.03 | 135% |
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