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PMDIX vs VEVYX
PMDIX vs VEVYX Comparison
Open Charts PMDIX vs VEVYX
Principal Small-MidCap Dividend Inc Inst
Price$19.91
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets1.62B
Victory Sycamore Established Value Y
Price$45.65
Change-$1.93 (-4.06%)
VolumeN/A
Net Assets16.12B
PMDIX vs VEVYX Comparison Chart in %
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PMDIX vs. VEVYX commentary
Dec 14, 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 StrongBuy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.1B vs. PMDIX (1.62B). PMDIX pays higher dividends than VEVYX: PMDIX (1.30) vs VEVYX (1.02). 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 : 0.30 vs. VEVYX (-9.26). PMDIX return over 5 years is better than : 53.57 vs. VEVYX (21.59).
| 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 | 9.758 | 4.348 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 16.1B | 10% |
| Annual Yield % from dividends | 1.30 | 1.02 | 127% |
| Returns for 1 year | 0.30 | -9.26 | -3% |
| Returns for 3 years | 28.65 | 1.31 | 2,192% |
| Returns for 5 years | 53.57 | 21.59 | 248% |
| Returns for 10 years | 88.72 | 58.93 | 151% |
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