PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
VMCCX
Price
$53.23
Change
+$0.32 (+0.60%)
Updated
Jul 3 closing price
Net Assets
2.83B
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PMBMX vs VMCCX

Header iconPMBMX vs VMCCX Comparison
Open Charts PMBMX vs VMCCXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets31.76B
Virtus KAR Mid-Cap Core C
Price$53.23
Change+$0.32 (+0.60%)
VolumeN/A
Net Assets2.83B
PMBMX vs VMCCX Comparison Chart in %
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PMBMX vs. VMCCX commentary
Jul 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 PMBMX is a Buy and VMCCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. VMCCX (2.83B). PMBMX pays higher dividends than VMCCX: PMBMX (0.02) vs VMCCX (0.00). PMBMX was incepted earlier than VMCCX: PMBMX (25 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBMX (1.14). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VMCCX: PMBMX (0) vs VMCCX (2500). PMBMX annual gain was more profitable for investors over the last year : 13.62 vs. VMCCX (7.76). PMBMX (54.10) and VMCCX (53.41) have equivalent 5 years return.
PMBMXVMCCXPMBMX / VMCCX
Total Expense Ratio1.141.9558%
Annual Report Gross Expense Ratio1.142.0456%
Fund Existence25 years16 years-
Gain YTD5.7533.481165%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B2.83B1,125%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.627.76176%
Returns for 3 years48.6432.51150%
Returns for 5 years54.1053.41101%
Returns for 10 years92.73142.9365%
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