PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.13B
VKSAX
Price
$20.16
Change
+$0.29 (+1.46%)
Updated
Sep 4 closing price
Net Assets
2.18B
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PMBPX vs VKSAX

Header iconPMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.13B
Virtus KAR Small-Mid Cap Core A
Price$20.16
Change+$0.29 (+1.46%)
VolumeN/A
Net Assets2.18B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX vs. VKSAX commentary
Sep 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 PMBPX is a Buy and VKSAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. VKSAX (2.18B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBPX has a lower initial minimum investment than VKSAX: PMBPX (0) vs VKSAX (2500). PMBPX annual gain was more profitable for investors over the last year : 9.49 vs. VKSAX (3.44). PMBPX return over 5 years is better than : 47.83 vs. VKSAX (41.37).
PMBPXVKSAXPMBPX / VKSAX
Total Expense Ratio0.831.2566%
Annual Report Gross Expense Ratio0.831.2566%
Fund Existence25 years8 years-
Gain YTD7.3401.002733%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B2.18B1,518%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.493.44276%
Returns for 3 years46.4839.42118%
Returns for 5 years47.8341.37116%
Returns for 10 years112.26N/A-
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