PMBCX
Price
$37.74
Change
-$0.19 (-0.50%)
Updated
Jul 28 closing price
Net Assets
33.21B
VKSAX
Price
$20.70
Change
-$0.12 (-0.58%)
Updated
Jul 28 closing price
Net Assets
2.28B
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PMBCX vs VKSAX

Header iconPMBCX vs VKSAX Comparison
Open Charts PMBCX vs VKSAXBanner chart's image
Principal MidCap C
Price$37.74
Change-$0.19 (-0.50%)
VolumeN/A
Net Assets33.21B
Virtus KAR Small-Mid Cap Core A
Price$20.70
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.28B
PMBCX vs VKSAX Comparison Chart in %
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PMBCX vs. VKSAX commentary
Jul 29, 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 PMBCX is a Buy and VKSAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBCX (0.00) and VKSAX (0.00) have matching dividends . PMBCX was incepted earlier than VKSAX: PMBCX (19 years) vs VKSAX (7 years). PMBCX (1.75) is less costly to investors than VKSAX (1.25). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBCX has a lower initial minimum investment than VKSAX: PMBCX (1000) vs VKSAX (2500). PMBCX annual gain was more profitable for investors over the last year : 9.97 vs. VKSAX (6.99). VKSAX return over 5 years is better than : 45.09 vs. PMBCX (42.01).
PMBCXVKSAXPMBCX / VKSAX
Total Expense Ratio1.751.25140%
Annual Report Gross Expense Ratio1.751.25140%
Fund Existence19 years7 years-
Gain YTD8.0634.309187%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.976.99143%
Returns for 3 years34.8932.44108%
Returns for 5 years42.0145.0993%
Returns for 10 years75.20N/A-
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