PMBCX
Price
$36.13
Change
-$0.10 (-0.28%)
Updated
Oct 22 closing price
Net Assets
32.47B
VKSIX
Price
$20.09
Change
-$0.30 (-1.47%)
Updated
Oct 22 closing price
Net Assets
2.08B
Interact to see
Advertisement

PMBCX vs VKSIX

Header iconPMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIXBanner chart's image
Principal MidCap C
Price$36.13
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets32.47B
Virtus KAR Small-Mid Cap Core I
Price$20.09
Change-$0.30 (-1.47%)
VolumeN/A
Net Assets2.08B
PMBCX vs VKSIX Comparison Chart in %
View a ticker or compare two or three
VS
PMBCX vs. VKSIX commentary
Oct 23, 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 VKSIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. VKSIX (2.08B). 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 : -1.44 vs. VKSIX (-2.25). VKSIX return over 5 years is better than : 34.16 vs. PMBCX (28.61).
PMBCXVKSIXPMBCX / VKSIX
Total Expense Ratio1.750.99177%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years8 years-
Gain YTD3.2190.443726%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B2.08B1,563%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.44-2.2564%
Returns for 3 years47.0444.71105%
Returns for 5 years28.6134.1684%
Returns for 10 years75.53N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HDV122.550.17
+0.14%
iShares Core High Dividend ETF
DOL62.840.08
+0.13%
WisdomTree International LargeCp Div ETF
PSCX30.31N/A
N/A
Pacer Swan SOS Conservative (Jan) ETF
TBG33.01-0.08
-0.24%
TBG Dividend Focus ETF
KDEC25.48-0.26
-1.03%
Innovator U.S. Small Cp Pwr Buf ETF -Dec