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PVEJX vs VEVYX
PVEJX vs VEVYX Comparison
Open Charts PVEJX vs VEVYX
Principal MidCap Value I J
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.37B
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
PVEJX vs VEVYX Comparison Chart in %
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PVEJX 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 PVEJX is a Buy and VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. PVEJX (2.37B). PVEJX (0.90) and VEVYX (0.89) have matching dividends . PVEJX was incepted earlier than VEVYX: PVEJX (17 years) vs VEVYX (13 years). PVEJX (0.89) is less costly to investors than VEVYX (0.66). PVEJX is a more actively managed with annual turnover of: 79.60 vs. VEVYX (45.00). PVEJX has a lower initial minimum investment than VEVYX: PVEJX (1000) vs VEVYX (1000000). PVEJX annual gain was more profitable for investors over the last year : 3.12 vs. VEVYX (2.79). VEVYX return over 5 years is better than : 20.54 vs. PVEJX (8.45).
| PVEJX | VEVYX | PVEJX / VEVYX | |
| Total Expense Ratio | 0.87 | 0.66 | 132% |
| Annual Report Gross Expense Ratio | 0.89 | 0.66 | 135% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 6.366 | 6.775 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 16.2B | 15% |
| Annual Yield % from dividends | 0.90 | 0.89 | 101% |
| Returns for 1 year | 3.12 | 2.79 | 112% |
| Returns for 3 years | 1.91 | 3.61 | 53% |
| Returns for 5 years | 8.45 | 20.54 | 41% |
| Returns for 10 years | 57.81 | 88.67 | 65% |
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