PMBPX
Price
$46.03
Change
+$0.43 (+0.94%)
Updated
Aug 12 closing price
Net Assets
32.16B
VKSCX
Price
$19.17
Change
+$0.31 (+1.64%)
Updated
Aug 12 closing price
Net Assets
2.18B
Interact to see
Advertisement

PMBPX vs VKSCX

Header iconPMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCXBanner chart's image
Principal MidCap R5
Price$46.03
Change+$0.43 (+0.94%)
VolumeN/A
Net Assets32.16B
Virtus KAR Small-Mid Cap Core C
Price$19.17
Change+$0.31 (+1.64%)
VolumeN/A
Net Assets2.18B
PMBPX vs VKSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. VKSCX commentary
Aug 13, 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 VKSCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.2B vs. VKSCX (2.18B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (25 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBPX has a lower initial minimum investment than VKSCX: PMBPX (0) vs VKSCX (2500). PMBPX annual gain was more profitable for investors over the last year : 11.50 vs. VKSCX (5.25). PMBPX return over 5 years is better than : 43.63 vs. VKSCX (30.88).
PMBPXVKSCXPMBPX / VKSCX
Total Expense Ratio0.832.0141%
Annual Report Gross Expense Ratio0.832.0141%
Fund Existence25 years7 years-
Gain YTD4.924-0.475-1,037%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.2B2.18B1,478%
Annual Yield % from dividends0.010.00-
Returns for 1 year11.505.25219%
Returns for 3 years30.4120.51148%
Returns for 5 years43.6330.88141%
Returns for 10 years95.96N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
RWK120.632.84
+2.41%
Invesco S&P MidCap 400 Revenue ETF
GURU56.081.22
+2.22%
Global X Guru™ ETF
SCHD27.100.31
+1.16%
Schwab US Dividend Equity ETF™
BUFB34.790.28
+0.80%
Innovator Laddered Allocation Buffer ETF
FLYD7.60-1.00
-11.66%
MicroSectors™ Travel -3X Inv Lvgd ETNs