PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
VKSCX
Price
$17.79
Change
+$0.26 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.02B
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PMBPX vs VKSCX

Header iconPMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCXBanner chart's image
Principal MidCap R5
Price$42.75
Change+$0.61 (+1.45%)
VolumeN/A
Net Assets28.88B
Virtus KAR Small-Mid Cap Core C
Price$17.79
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBPX vs VKSCX Comparison Chart
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PMBPX vs. VKSCX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. VKSCX (2.02B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (24 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBPX (0.84). 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 : 6.75 vs. VKSCX (-1.41). PMBPX return over 5 years is better than : 68.04 vs. VKSCX (59.22).
PMBPXVKSCXPMBPX / VKSCX
Total Expense Ratio0.842.0142%
Annual Report Gross Expense Ratio0.842.0142%
Fund Existence24 years7 years-
Gain YTD-3.037-7.49341%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B2.02B1,429%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.75-1.41-480%
Returns for 3 years21.739.36232%
Returns for 5 years68.0459.22115%
Returns for 10 years82.65N/A-
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