PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
VKSAX
Price
$20.16
Change
+$0.29 (+1.46%)
Updated
Sep 4 closing price
Net Assets
2.18B
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PMBJX vs VKSAX

Header iconPMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAXBanner chart's image
Principal MidCap J
Price$43.69
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets33.13B
Virtus KAR Small-Mid Cap Core A
Price$20.16
Change+$0.29 (+1.46%)
VolumeN/A
Net Assets2.18B
PMBJX vs VKSAX Comparison Chart in %
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PMBJX vs. VKSAX commentary
Sep 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 PMBJX is a Buy and VKSAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. VKSAX (2.18B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBJX has a lower initial minimum investment than VKSAX: PMBJX (1000) vs VKSAX (2500). PMBJX annual gain was more profitable for investors over the last year : 9.34 vs. VKSAX (3.44). PMBJX return over 5 years is better than : 46.69 vs. VKSAX (41.37).
PMBJXVKSAXPMBJX / VKSAX
Total Expense Ratio0.781.2562%
Annual Report Gross Expense Ratio0.781.2562%
Fund Existence25 years8 years-
Gain YTD7.3761.002736%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B2.18B1,518%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.343.44272%
Returns for 3 years45.9639.42117%
Returns for 5 years46.6941.37113%
Returns for 10 years108.26N/A-
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