PMBMX
Price
$42.27
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
VRKSX
Price
$11.18
Change
+$0.04 (+0.36%)
Updated
Jun 6 closing price
Net Assets
7.72M
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PMBMX vs VRKSX

Header iconPMBMX vs VRKSX Comparison
Open Charts PMBMX vs VRKSXBanner chart's image
Principal MidCap R3
Price$42.27
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
Virtus KAR Small-Mid Cap Growth R6
Price$11.18
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets7.72M
PMBMX vs VRKSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. VRKSX (7.72M). PMBMX pays higher dividends than VRKSX: PMBMX (0.02) vs VRKSX (0.00). PMBMX was incepted earlier than VRKSX: PMBMX (25 years) vs VRKSX (5 years). VRKSX (1.71) is less costly to investors than PMBMX (1.14). VRKSX is a more actively managed with annual turnover of: 37.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VRKSX: PMBMX (0) vs VRKSX (2500000). PMBMX (11.05) and VRKSX (10.74) have marching annual gain over last year.
PMBMXVRKSXPMBMX / VRKSX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.7167%
Fund Existence25 years5 years-
Gain YTD2.791-0.358-780%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B7.72M400,311%
Annual Yield % from dividends0.020.00-
Returns for 1 year11.0510.74103%
Returns for 3 years32.4932.15101%
Returns for 5 years42.56N/A-
Returns for 10 years86.33N/A-
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