PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSAX
Price
$20.34
Change
+$0.09 (+0.44%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBMX vs VKSAX

Header iconPMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Virtus KAR Small-Mid Cap Core A
Price$20.34
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets2.24B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX vs. VKSAX commentary
Jul 06, 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 PMBMX is a Buy and VKSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. VKSAX (2.24B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (25 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBMX has a lower initial minimum investment than VKSAX: PMBMX (0) vs VKSAX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. VKSAX (8.08). PMBMX return over 5 years is better than : 55.71 vs. VKSAX (51.11).
PMBMXVKSAXPMBMX / VKSAX
Total Expense Ratio1.141.2591%
Annual Report Gross Expense Ratio1.141.2591%
Fund Existence25 years7 years-
Gain YTD6.8541.904360%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.808.08183%
Returns for 3 years50.1941.15122%
Returns for 5 years55.7151.11109%
Returns for 10 years94.74N/A-
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