PHSKX
Price
$60.19
Change
+$0.34 (+0.57%)
Updated
Jun 27 closing price
Net Assets
1.04B
PMBPX
Price
$45.71
Change
+$0.35 (+0.77%)
Updated
Jun 27 closing price
Net Assets
31.47B
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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$60.19
Change+$0.34 (+0.57%)
VolumeN/A
Net Assets1.04B
Principal MidCap R5
Price$45.71
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.47B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Jul 01, 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 StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.5B vs. PHSKX (1.04B). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). PHSKX was incepted earlier than PMBPX: PHSKX (50 years) vs PMBPX (25 years). PHSKX (1.26) is less costly to investors than PMBPX (0.83). 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 : 13.24 vs. PHSKX (6.47). PMBPX return over 5 years is better than : 62.39 vs. PHSKX (17.22).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD1.7585.17734%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B31.5B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.4713.2449%
Returns for 3 years38.0251.1274%
Returns for 5 years17.2262.3928%
Returns for 10 years163.99101.96161%
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