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PCBIX vs PHSKX
PCBIX vs PHSKX Comparison
Open Charts PCBIX vs PHSKX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
Virtus KAR Mid-Cap Growth A
Price$60.47
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets960.67M
PCBIX vs PHSKX Comparison Chart in %
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PCBIX vs. PHSKX commentary
Sep 08, 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 StrongBuy and PHSKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. PHSKX (961M). 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 : 9.41 vs. PHSKX (6.11). PCBIX return over 5 years is better than : 49.14 vs. PHSKX (7.41).
| 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 | 7.135 | 2.232 | 320% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 961M | 3,434% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 6.11 | 154% |
| Returns for 3 years | 47.03 | 29.21 | 161% |
| Returns for 5 years | 49.14 | 7.41 | 663% |
| Returns for 10 years | 116.70 | 184.43 | 63% |
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