PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VKSIX
Price
$19.11
Change
+$0.27 (+1.43%)
Updated
Apr 24 closing price
Net Assets
2.02B
Ad is loading...

PMBJX vs VKSIX

Header iconPMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIXBanner chart's image
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Virtus KAR Small-Mid Cap Core I
Price$19.11
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets2.02B
PMBJX vs VKSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBJX vs. VKSIX commentary
Apr 25, 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 VKSIX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. VKSIX (2.02B). PMBJX pays higher dividends than VKSIX: PMBJX (0.06) vs VKSIX (0.00). PMBJX was incepted earlier than VKSIX: PMBJX (24 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBJX (0.82). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). 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 : 6.61 vs. VKSIX (-0.37). VKSIX (67.78) and PMBJX (66.71) have equivalent 5 years return.
PMBJXVKSIXPMBJX / VKSIX
Total Expense Ratio0.820.9983%
Annual Report Gross Expense Ratio0.820.9983%
Fund Existence24 years7 years-
Gain YTD-3.038-7.19242%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B2.02B1,429%
Annual Yield % from dividends0.060.00-
Returns for 1 year6.61-0.37-1,785%
Returns for 3 years21.2712.81166%
Returns for 5 years66.7167.7898%
Returns for 10 years79.11N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MINVX27.67N/A
N/A
Madison Large Cap Y
VMFGX398.98N/A
N/A
Vanguard S&P Mid-Cap 400 Growth Idx I
FIQAX15.16N/A
N/A
Fidelity Advisor Asset Manager 60% Z
ILESX15.68N/A
N/A
Fisher IIG US Lrg Cp Eq Env & Scl Val
GINUX23.47N/A
N/A
Goldman Sachs Small Cap Gr Insghts R6