PMBCX
Price
$36.90
Change
+$0.13 (+0.35%)
Updated
Sep 29 closing price
Net Assets
33.04B
VKSIX
Price
$20.43
Change
+$0.02 (+0.10%)
Updated
Sep 29 closing price
Net Assets
2.15B
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PMBCX vs VKSIX

Header iconPMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIXBanner chart's image
Principal MidCap C
Price$36.90
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets33.04B
Virtus KAR Small-Mid Cap Core I
Price$20.43
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.15B
PMBCX vs VKSIX Comparison Chart in %
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PMBCX vs. VKSIX commentary
Oct 01, 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 Hold and VKSIX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. VKSIX (2.16B). PMBCX (0.00) and VKSIX (0.00) have matching dividends . PMBCX was incepted earlier than VKSIX: PMBCX (19 years) vs VKSIX (8 years). PMBCX (1.75) is less costly to investors than VKSIX (0.99). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBCX has a lower initial minimum investment than VKSIX: PMBCX (1000) vs VKSIX (100000). PMBCX annual gain was more profitable for investors over the last year : 0.99 vs. VKSIX (-2.72). VKSIX return over 5 years is better than : 40.67 vs. PMBCX (35.53).
PMBCXVKSIXPMBCX / VKSIX
Total Expense Ratio1.750.99177%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years8 years-
Gain YTD4.7580.542878%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.16B1,531%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.99-2.72-36%
Returns for 3 years50.2749.20102%
Returns for 5 years35.5340.6787%
Returns for 10 years85.15N/A-
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