PMBPX
Price
$44.67
Change
-$0.49 (-1.09%)
Updated
Mar 3 closing price
Net Assets
30.22B
VKSRX
Price
$20.40
Change
-$0.27 (-1.31%)
Updated
Mar 3 closing price
Net Assets
2.2B
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PMBPX vs VKSRX

Header iconPMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRXBanner chart's image
Principal MidCap R5
Price$44.67
Change-$0.49 (-1.09%)
VolumeN/A
Net Assets30.22B
Virtus KAR Small-Mid Cap Core R6
Price$20.40
Change-$0.27 (-1.31%)
VolumeN/A
Net Assets2.2B
PMBPX vs VKSRX Comparison Chart
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PMBPX vs. VKSRX commentary
Mar 04, 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 VKSRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. VKSRX (2.2B). PMBPX (0.00) and VKSRX (0.00) have matching dividends . PMBPX was incepted earlier than VKSRX: PMBPX (24 years) vs VKSRX (7 years). VKSRX is a more actively managed with annual turnover of: 18.00 vs. PMBPX (10.10). 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 : 12.29 vs. VKSRX (4.98). VKSRX return over 5 years is better than : 59.54 vs. PMBPX (46.83).
PMBPXVKSRXPMBPX / VKSRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years7 years-
Gain YTD3.9121.324296%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B2.2B1,370%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.294.98247%
Returns for 3 years30.6821.45143%
Returns for 5 years46.8359.5479%
Returns for 10 years98.74N/A-
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