PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSAX
Price
$20.34
Change
+$0.09 (+0.44%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBCX vs VKSAX

Header iconPMBCX vs VKSAX Comparison
Open Charts PMBCX vs VKSAXBanner chart's image
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
Virtus KAR Small-Mid Cap Core A
Price$20.34
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets2.24B
PMBCX vs VKSAX Comparison Chart in %
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PMBCX vs. VKSAX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. VKSAX (2.24B). PMBCX (0.00) and VKSAX (0.00) have matching dividends . PMBCX was incepted earlier than VKSAX: PMBCX (18 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 : 13.57 vs. VKSAX (8.08). VKSAX return over 5 years is better than : 51.11 vs. PMBCX (47.59).
PMBCXVKSAXPMBCX / VKSAX
Total Expense Ratio1.751.25140%
Annual Report Gross Expense Ratio1.751.25140%
Fund Existence18 years7 years-
Gain YTD6.5531.904344%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.578.08168%
Returns for 3 years45.5841.15111%
Returns for 5 years47.5951.1193%
Returns for 10 years75.67N/A-
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