PHSKX
Price
$57.12
Change
+$0.29 (+0.51%)
Updated
Nov 19 closing price
Net Assets
821.45M
PMBPX
Price
$43.20
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$57.12
Change+$0.29 (+0.51%)
VolumeN/A
Net Assets821.45M
Principal MidCap R5
Price$43.20
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Nov 20, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. PHSKX (821M). 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 : -6.30 vs. PHSKX (-6.93). PMBPX return over 5 years is better than : 26.58 vs. PHSKX (-12.12).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD-3.922-0.575682%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets821M30.8B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-6.93-6.30110%
Returns for 3 years22.4032.8868%
Returns for 5 years-12.1226.58-46%
Returns for 10 years153.9392.94166%
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