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PCBIX vs PHSKX
PCBIX vs PHSKX Comparison
Open Charts PCBIX vs PHSKX
Principal MidCap Institutional
Price$43.52
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets31.16B
Virtus KAR Mid-Cap Growth A
Price$39.63
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets689.34M
PCBIX vs PHSKX Comparison Chart in %
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PCBIX vs. PHSKX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. PHSKX (689M). 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 : -4.33 vs. PHSKX (-34.52). PCBIX return over 5 years is better than : 21.83 vs. PHSKX (-43.16).
| 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 | -2.356 | -33.001 | 7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 689M | 4,528% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.33 | -34.52 | 13% |
| Returns for 3 years | 39.90 | -12.52 | -319% |
| Returns for 5 years | 21.83 | -43.16 | -51% |
| Returns for 10 years | 110.45 | 78.35 | 141% |
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