PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
VMACX
Price
$53.44
Change
-$2.83 (-5.03%)
Updated
Apr 3 closing price
Net Assets
2.69B
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PMBJX vs VMACX

Header iconPMBJX vs VMACX Comparison
Open Charts PMBJX vs VMACXBanner chart's image
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
Virtus KAR Mid-Cap Core A
Price$53.44
Change-$2.83 (-5.03%)
VolumeN/A
Net Assets2.69B
PMBJX vs VMACX Comparison Chart
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PMBJX vs. VMACX commentary
Apr 04, 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 VMACX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VMACX (2.69B). PMBJX pays higher dividends than VMACX: PMBJX (0.06) vs VMACX (0.00). PMBJX was incepted earlier than VMACX: PMBJX (24 years) vs VMACX (16 years). VMACX (1.29) is less costly to investors than PMBJX (0.82). VMACX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMACX: PMBJX (1000) vs VMACX (2500). PMBJX annual gain was more profitable for investors over the last year : 7.38 vs. VMACX (-1.44). PMBJX return over 5 years is better than : 101.69 vs. VMACX (93.30).
PMBJXVMACXPMBJX / VMACX
Total Expense Ratio0.821.2068%
Annual Report Gross Expense Ratio0.821.2964%
Fund Existence24 years16 years-
Gain YTD1.054-2.224-47%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B2.69B1,109%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.38-1.44-514%
Returns for 3 years19.169.82195%
Returns for 5 years101.6993.30109%
Returns for 10 years85.58143.3860%
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