PHSKX
Price
$55.14
Change
+$0.87 (+1.60%)
Updated
Apr 24 closing price
Net Assets
1.01B
PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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PHSKX vs PMBPX

Header iconPHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$55.14
Change+$0.87 (+1.60%)
VolumeN/A
Net Assets1.01B
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
PHSKX vs PMBPX Comparison Chart
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PHSKX vs. PMBPX commentary
Apr 25, 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 PHSKX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. PHSKX (1.01B). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). PHSKX was incepted earlier than PMBPX: PHSKX (49 years) vs PMBPX (24 years). PHSKX (1.26) is less costly to investors than PMBPX (0.84). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PHSKX: PMBPX (0) vs PHSKX (2500). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. PHSKX (-2.76). PMBPX return over 5 years is better than : 68.04 vs. PHSKX (32.46).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.84150%
Annual Report Gross Expense Ratio1.260.84150%
Fund Existence49 years24 years-
Gain YTD-8.250-3.037272%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B28.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.766.75-41%
Returns for 3 years3.2321.7315%
Returns for 5 years32.4668.0448%
Returns for 10 years131.4382.65159%
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