PMDIX
Price
$19.16
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
VEVYX
Price
$46.65
Change
+$0.25 (+0.54%)
Updated
Jul 3 closing price
Net Assets
17.76B
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PMDIX vs VEVYX

Header iconPMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYXBanner chart's image
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$46.65
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets17.76B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.8B 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 (12 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 : 8.48 vs. VEVYX (-1.65). PMDIX return over 5 years is better than : 75.96 vs. VEVYX (48.38).
PMDIXVEVYXPMDIX / VEVYX
Total Expense Ratio0.850.66129%
Annual Report Gross Expense Ratio0.870.66132%
Fund Existence14 years12 years-
Gain YTD3.9822.118188%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B17.8B9%
Annual Yield % from dividends1.401.09128%
Returns for 1 year8.48-1.65-515%
Returns for 3 years28.939.30311%
Returns for 5 years75.9648.38157%
Returns for 10 years67.3050.51133%
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