PMBJX
Price
$44.12
Change
-$0.22 (-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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PMBJX vs VKSAX

Header iconPMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAXBanner chart's image
Principal MidCap J
Price$44.12
Change-$0.22 (-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
PMBJX vs VKSAX Comparison Chart in %
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PMBJX 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 PMBJX is a Buy and VKSAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (24 years) vs VKSAX (7 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 : 11.61 vs. VKSAX (6.99). PMBJX return over 5 years is better than : 52.41 vs. VKSAX (45.09).
PMBJXVKSAXPMBJX / VKSAX
Total Expense Ratio0.781.2562%
Annual Report Gross Expense Ratio0.781.2562%
Fund Existence24 years7 years-
Gain YTD8.6504.309201%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.060.00-
Returns for 1 year11.616.99166%
Returns for 3 years40.6732.44125%
Returns for 5 years52.4145.09116%
Returns for 10 years100.07N/A-
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