PMBPX
Price
$42.75
Change
+$0.61 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
VKSRX
Price
$19.21
Change
+$0.28 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.02B
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PMBPX vs VKSRX

Header iconPMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRXBanner 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 R6
Price$19.21
Change+$0.28 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBPX vs VKSRX Comparison Chart
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PMBPX vs. VKSRX 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 VKSRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. VKSRX (2.02B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (24 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBPX has a lower initial minimum investment than VKSRX: PMBPX (0) vs VKSRX (2500000). PMBPX annual gain was more profitable for investors over the last year : 6.75 vs. VKSRX (-0.26). VKSRX (68.32) and PMBPX (68.04) have equivalent 5 years return.
PMBPXVKSRXPMBPX / VKSRX
Total Expense Ratio0.840.9093%
Annual Report Gross Expense Ratio0.840.9093%
Fund Existence24 years7 years-
Gain YTD-3.037-7.20642%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B2.02B1,429%
Annual Yield % from dividends0.010.00-
Returns for 1 year6.75-0.26-2,561%
Returns for 3 years21.7313.08166%
Returns for 5 years68.0468.32100%
Returns for 10 years82.65N/A-
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