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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$18.19
Change-$0.29 (-1.57%)
VolumeN/A
Net Assets1.56B
Victory Sycamore Established Value Y
Price$44.71
Change-$0.54 (-1.19%)
VolumeN/A
Net Assets17.34B
PMDIX vs VEVYX Comparison Chart
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PMDIX vs. VEVYX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. PMDIX (1.56B). PMDIX pays higher dividends than VEVYX: PMDIX (1.50) vs VEVYX (1.12). 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 : 2.76 vs. VEVYX (-6.53). PMDIX return over 5 years is better than : 66.42 vs. VEVYX (40.61).
| 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 | 12 years | - |
| Gain YTD | -1.691 | -2.497 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 17.3B | 9% |
| Annual Yield % from dividends | 1.50 | 1.12 | 133% |
| Returns for 1 year | 2.76 | -6.53 | -42% |
| Returns for 3 years | 22.56 | 4.61 | 490% |
| Returns for 5 years | 66.42 | 40.61 | 164% |
| Returns for 10 years | 55.46 | 42.12 | 132% |
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