PMBJX
Price
$41.58
Change
+$0.34 (+0.82%)
Updated
May 8 closing price
Net Assets
30.17B
VMCCX
Price
$50.54
Change
+$0.70 (+1.40%)
Updated
May 8 closing price
Net Assets
2.67B
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PMBJX vs VMCCX

Header iconPMBJX vs VMCCX Comparison
Open Charts PMBJX vs VMCCXBanner chart's image
Principal MidCap J
Price$41.58
Change+$0.34 (+0.82%)
VolumeN/A
Net Assets30.17B
Virtus KAR Mid-Cap Core C
Price$50.54
Change+$0.70 (+1.40%)
VolumeN/A
Net Assets2.67B
PMBJX vs VMCCX Comparison Chart
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PMBJX vs. VMCCX commentary
May 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. VMCCX (2.67B). 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 : 8.85 vs. VMCCX (0.16). PMBJX return over 5 years is better than : 63.43 vs. VMCCX (55.85).
PMBJXVMCCXPMBJX / VMCCX
Total Expense Ratio0.781.9540%
Annual Report Gross Expense Ratio0.782.0438%
Fund Existence24 years16 years-
Gain YTD1.054-2.523-42%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B2.67B1,132%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.850.165,504%
Returns for 3 years40.8822.52182%
Returns for 5 years63.4355.85114%
Returns for 10 years87.34125.7269%
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