PHSKX
Price
$60.25
Change
-$0.13 (-0.22%)
Updated
Sep 16 closing price
Net Assets
952.42M
PMBPX
Price
$46.48
Change
-$0.16 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
Interact to see
Advertisement

PHSKX vs PMBPX

Header iconPHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$60.25
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets952.42M
Principal MidCap R5
Price$46.48
Change-$0.16 (-0.34%)
VolumeN/A
Net Assets33.2B
PHSKX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PHSKX vs. PMBPX commentary
Sep 17, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. PHSKX (952M). 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 : 6.42 vs. PHSKX (2.24). PMBPX return over 5 years is better than : 47.70 vs. PHSKX (8.99).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD2.0797.31728%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets952M33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year2.246.4235%
Returns for 3 years28.8248.4559%
Returns for 5 years8.9947.7019%
Returns for 10 years184.14115.04160%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IGA9.970.03
+0.30%
Voya Global Advantage AND Premium Opportunity Fund
XNAV77.060.11
+0.14%
FundX Aggressive ETF
BGRN48.300.02
+0.05%
iShares USD Green Bond ETF
LGOV21.99N/A
N/A
First Trust Long Duration Opp ETF
JAAA50.67-0.02
-0.04%
Janus Henderson AAA CLO ETF