PMBJX
Price
$43.06
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.26B
VMCCX
Price
$51.56
Change
-$0.27 (-0.52%)
Updated
Aug 1 closing price
Net Assets
2.71B
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PMBJX vs VMCCX

Header iconPMBJX vs VMCCX Comparison
Open Charts PMBJX vs VMCCXBanner chart's image
Principal MidCap J
Price$43.06
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.26B
Virtus KAR Mid-Cap Core C
Price$51.56
Change-$0.27 (-0.52%)
VolumeN/A
Net Assets2.71B
PMBJX vs VMCCX Comparison Chart in %
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PMBJX vs. VMCCX commentary
Aug 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 VMCCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VMCCX (2.71B). PMBJX pays higher dividends than VMCCX: PMBJX (0.06) vs VMCCX (0.00). PMBJX was incepted earlier than VMCCX: PMBJX (24 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBJX (0.78). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMCCX: PMBJX (1000) vs VMCCX (2500). PMBJX annual gain was more profitable for investors over the last year : 8.15 vs. VMCCX (3.37). PMBJX return over 5 years is better than : 48.21 vs. VMCCX (42.47).
PMBJXVMCCXPMBJX / VMCCX
Total Expense Ratio0.781.9540%
Annual Report Gross Expense Ratio0.782.0438%
Fund Existence24 years16 years-
Gain YTD5.5130.841656%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.71B1,194%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.153.37242%
Returns for 3 years37.7920.78182%
Returns for 5 years48.2142.47114%
Returns for 10 years93.86135.9769%
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