PMBJX
Price
$43.62
Change
-$0.40 (-0.91%)
Updated
Aug 25 closing price
Net Assets
32.88B
VMCCX
Price
$52.83
Change
-$0.56 (-1.05%)
Updated
Aug 25 closing price
Net Assets
2.75B
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PMBJX vs VMCCX

Header iconPMBJX vs VMCCX Comparison
Open Charts PMBJX vs VMCCXBanner chart's image
Principal MidCap J
Price$43.62
Change-$0.40 (-0.91%)
VolumeN/A
Net Assets32.88B
Virtus KAR Mid-Cap Core C
Price$52.83
Change-$0.56 (-1.05%)
VolumeN/A
Net Assets2.75B
PMBJX vs VMCCX Comparison Chart in %
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PMBJX vs. VMCCX commentary
Aug 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. VMCCX (2.75B). PMBJX pays higher dividends than VMCCX: PMBJX (0.06) vs VMCCX (0.00). PMBJX was incepted earlier than VMCCX: PMBJX (25 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 : 8.28 vs. VMCCX (3.75). PMBJX return over 5 years is better than : 45.42 vs. VMCCX (41.47).
PMBJXVMCCXPMBJX / VMCCX
Total Expense Ratio0.781.9540%
Annual Report Gross Expense Ratio0.782.0438%
Fund Existence25 years16 years-
Gain YTD7.8664.420178%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B2.75B1,197%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.283.75221%
Returns for 3 years42.0427.36154%
Returns for 5 years45.4241.47110%
Returns for 10 years107.65158.9268%
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