PMBMX
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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PMBMX vs VRMCX

Header iconPMBMX vs VRMCX Comparison
Open Charts PMBMX vs VRMCXBanner chart's image
Principal MidCap R3
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
PMBMX vs VRMCX Comparison Chart
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PMBMX 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 PMBMX is a Buy and VRMCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VRMCX (2.69B). PMBMX pays higher dividends than VRMCX: PMBMX (0.02) vs VRMCX (0.00). PMBMX was incepted earlier than VRMCX: PMBMX (24 years) vs VRMCX (7 years). PMBMX (1.15) is less costly to investors than VRMCX (0.93). VRMCX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VRMCX: PMBMX (0) vs VRMCX (2500000). PMBMX annual gain was more profitable for investors over the last year : 6.95 vs. VRMCX (-1.11). PMBMX (98.31) and VRMCX (96.87) have equivalent 5 years return.
PMBMXVRMCXPMBMX / VRMCX
Total Expense Ratio1.150.87132%
Annual Report Gross Expense Ratio1.150.93124%
Fund Existence24 years7 years-
Gain YTD0.955-2.155-44%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B2.69B1,109%
Annual Yield % from dividends0.020.00-
Returns for 1 year6.95-1.11-623%
Returns for 3 years17.9211.01163%
Returns for 5 years98.3196.87101%
Returns for 10 years80.21N/A-
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