PMBPX
Price
$38.89
Change
-$0.51 (-1.29%)
Updated
Apr 8 closing price
Net Assets
26.74B
VIMCX
Price
$51.09
Change
-$0.90 (-1.73%)
Updated
Apr 8 closing price
Net Assets
2.4B
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PMBPX vs VIMCX

Header iconPMBPX vs VIMCX Comparison
Open Charts PMBPX vs VIMCXBanner chart's image
Principal MidCap R5
Price$38.89
Change-$0.51 (-1.29%)
VolumeN/A
Net Assets26.74B
Virtus KAR Mid-Cap Core I
Price$51.09
Change-$0.90 (-1.73%)
VolumeN/A
Net Assets2.4B
PMBPX vs VIMCX Comparison Chart
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PMBPX vs. VIMCX commentary
Apr 10, 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 PMBPX is a Hold and VIMCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 26.7B vs. VIMCX (2.4B). PMBPX pays higher dividends than VIMCX: PMBPX (0.01) vs VIMCX (0.00). PMBPX was incepted earlier than VIMCX: PMBPX (24 years) vs VIMCX (16 years). VIMCX (1.03) is less costly to investors than PMBPX (0.84). VIMCX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VIMCX: PMBPX (0) vs VIMCX (100000). PMBPX annual gain was more profitable for investors over the last year : -3.54 vs. VIMCX (-11.28). VIMCX (56.13) and PMBPX (55.19) have equivalent 5 years return.
PMBPXVIMCXPMBPX / VIMCX
Total Expense Ratio0.840.9588%
Annual Report Gross Expense Ratio0.841.0382%
Fund Existence24 years16 years-
Gain YTD-9.342-12.63774%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets26.7B2.4B1,113%
Annual Yield % from dividends0.010.00-
Returns for 1 year-3.54-11.2831%
Returns for 3 years9.850.234,258%
Returns for 5 years55.1956.1398%
Returns for 10 years69.03122.2756%
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