PKSAX
Price
$51.84
Change
-$0.23 (-0.44%)
Updated
Aug 7 closing price
Net Assets
2.16B
PMAQX
Price
$47.01
Change
-$0.34 (-0.72%)
Updated
Aug 7 closing price
Net Assets
32.43B
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PKSAX vs PMAQX

Header iconPKSAX vs PMAQX Comparison
Open Charts PKSAX vs PMAQXBanner chart's image
Virtus KAR Small-Cap Core A
Price$51.84
Change-$0.23 (-0.44%)
VolumeN/A
Net Assets2.16B
Principal MidCap R6
Price$47.01
Change-$0.34 (-0.72%)
VolumeN/A
Net Assets32.43B
PKSAX vs PMAQX Comparison Chart in %
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PKSAX vs. PMAQX commentary
Aug 08, 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 PKSAX is a Hold and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.4B vs. PKSAX (2.16B). PMAQX pays higher dividends than PKSAX: PMAQX (0.19) vs PKSAX (0.06). PKSAX was incepted earlier than PMAQX: PKSAX (23 years) vs PMAQX (9 years). PKSAX (1.27) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. PKSAX (5.00). PMAQX has a lower initial minimum investment than PKSAX: PMAQX (0) vs PKSAX (2500). PMAQX annual gain was more profitable for investors over the last year : 14.63 vs. PKSAX (4.17). PMAQX return over 5 years is better than : 48.80 vs. PKSAX (29.51).
PKSAXPMAQXPKSAX / PMAQX
Total Expense Ratio1.270.59215%
Annual Report Gross Expense Ratio1.270.59215%
Fund Existence23 years9 years-
Gain YTD-0.0196.095-0%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.16B32.4B7%
Annual Yield % from dividends0.060.1930%
Returns for 1 year4.1714.6329%
Returns for 3 years24.9437.2867%
Returns for 5 years29.5148.8060%
Returns for 10 years123.22N/A-
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