PMBJX
Price
$43.19
Change
-$0.13 (-0.30%)
Updated
Aug 15 closing price
Net Assets
32.48B
VKSRX
Price
$20.67
Change
-$0.12 (-0.58%)
Updated
Aug 15 closing price
Net Assets
2.22B
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PMBJX vs VKSRX

Header iconPMBJX vs VKSRX Comparison
Open Charts PMBJX vs VKSRXBanner chart's image
Principal MidCap J
Price$43.19
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets32.48B
Virtus KAR Small-Mid Cap Core R6
Price$20.67
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.22B
PMBJX vs VKSRX Comparison Chart in %
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PMBJX vs. VKSRX commentary
Aug 17, 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 VKSRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. VKSRX (2.22B). PMBJX pays higher dividends than VKSRX: PMBJX (0.06) vs VKSRX (0.00). PMBJX was incepted earlier than VKSRX: PMBJX (24 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBJX has a lower initial minimum investment than VKSRX: PMBJX (1000) vs VKSRX (2500000). PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. VKSRX (4.84). PMBJX return over 5 years is better than : 44.05 vs. VKSRX (40.90).
PMBJXVKSRXPMBJX / VKSRX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.780.9087%
Fund Existence24 years7 years-
Gain YTD5.8321.912305%
Front LoadN/AN/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B2.22B1,467%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.974.84185%
Returns for 3 years30.2526.31115%
Returns for 5 years44.0540.90108%
Returns for 10 years92.90N/A-
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