PMBJX
Price
$41.58
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
VKSIX
Price
$20.52
Change
-$0.33 (-1.58%)
Updated
Feb 21 closing price
Net Assets
2.21B
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PMBJX vs VKSIX

Header iconPMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIXBanner chart's image
Principal MidCap J
Price$41.58
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Virtus KAR Small-Mid Cap Core I
Price$20.52
Change-$0.33 (-1.58%)
VolumeN/A
Net Assets2.21B
PMBJX vs VKSIX Comparison Chart
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PMBJX vs. VKSIX commentary
Feb 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 PMBJX is a StrongBuy and VKSIX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.6B vs. VKSIX (2.21B). PMBJX (0.00) and VKSIX (0.00) have matching dividends . PMBJX was incepted earlier than VKSIX: PMBJX (24 years) vs VKSIX (7 years). VKSIX is a more actively managed with annual turnover of: 18.00 vs. PMBJX (10.10). PMBJX has a lower initial minimum investment than VKSIX: PMBJX (1000) vs VKSIX (100000). PMBJX annual gain was more profitable for investors over the last year : 12.32 vs. VKSIX (7.27). VKSIX return over 5 years is better than : 50.12 vs. PMBJX (34.04).
PMBJXVKSIXPMBJX / VKSIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years7 years-
Gain YTD1.8871.084174%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B2.21B1,338%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.327.27170%
Returns for 3 years27.4322.51122%
Returns for 5 years34.0450.1268%
Returns for 10 years88.55N/A-
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