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PCBIX vs PHSKX
PCBIX vs PHSKX Comparison
Open Charts PCBIX vs PHSKX
Principal MidCap Institutional
Price$47.05
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets33.04B
Virtus KAR Mid-Cap Growth A
Price$59.97
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets936.18M
PCBIX vs PHSKX Comparison Chart in %
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PCBIX vs. PHSKX commentary
Sep 29, 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 PCBIX is a Hold and PHSKX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. PHSKX (936M). PCBIX pays higher dividends than PHSKX: PCBIX (0.12) vs PHSKX (0.00). PCBIX was incepted earlier than PHSKX: PCBIX (25 years) vs PHSKX (50 years). PHSKX (1.26) is less costly to investors than PCBIX (0.67). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than PHSKX: PCBIX (0) vs PHSKX (2500). PCBIX annual gain was more profitable for investors over the last year : 2.82 vs. PHSKX (0.20). PCBIX return over 5 years is better than : 50.47 vs. PHSKX (5.77).
| PCBIX | PHSKX | PCBIX / PHSKX | |
| Total Expense Ratio | 0.67 | 1.26 | 53% |
| Annual Report Gross Expense Ratio | 0.67 | 1.26 | 53% |
| Fund Existence | 25 years | 50 years | - |
| Gain YTD | 5.564 | 1.386 | 401% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 936M | 3,526% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 2.82 | 0.20 | 1,404% |
| Returns for 3 years | 57.35 | 37.74 | 152% |
| Returns for 5 years | 50.47 | 5.77 | 875% |
| Returns for 10 years | 128.47 | 202.73 | 63% |
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