PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
VRMCX
Price
$55.63
Change
-$2.94 (-5.02%)
Updated
Apr 3 closing price
Net Assets
2.69B
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PMBJX vs VRMCX

Header iconPMBJX vs VRMCX Comparison
Open Charts PMBJX vs VRMCXBanner chart's image
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
Virtus KAR Mid-Cap Core R6
Price$55.63
Change-$2.94 (-5.02%)
VolumeN/A
Net Assets2.69B
PMBJX vs VRMCX Comparison Chart
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PMBJX vs. VRMCX commentary
Apr 05, 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 VRMCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VRMCX (2.69B). PMBJX pays higher dividends than VRMCX: PMBJX (0.06) vs VRMCX (0.00). PMBJX was incepted earlier than VRMCX: PMBJX (24 years) vs VRMCX (7 years). VRMCX (0.93) is less costly to investors than PMBJX (0.82). VRMCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VRMCX: PMBJX (1000) vs VRMCX (2500000). PMBJX annual gain was more profitable for investors over the last year : 7.38 vs. VRMCX (-1.11). PMBJX (101.69) and VRMCX (96.87) have equivalent 5 years return.
PMBJXVRMCXPMBJX / VRMCX
Total Expense Ratio0.820.8794%
Annual Report Gross Expense Ratio0.820.9388%
Fund Existence24 years7 years-
Gain YTD1.054-2.155-49%
Front LoadN/AN/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B2.69B1,109%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.38-1.11-662%
Returns for 3 years19.1611.01174%
Returns for 5 years101.6996.87105%
Returns for 10 years85.58N/A-
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