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PCBIX vs PHSKX
PCBIX vs PHSKX Comparison
Open Charts PCBIX vs PHSKX
Principal MidCap Institutional
Price$43.87
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets31.35B
Virtus KAR Mid-Cap Growth A
Price$39.94
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets659.69M
PCBIX vs PHSKX Comparison Chart in %
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PCBIX vs. PHSKX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.3B vs. PHSKX (660M). PCBIX (0.00) and PHSKX (0.00) have matching dividends . 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 : -0.88 vs. PHSKX (-32.93). PCBIX return over 5 years is better than : 23.09 vs. PHSKX (-41.30).
| 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 | 2.476 | 2.305 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 660M | 4,742% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.88 | -32.93 | 3% |
| Returns for 3 years | 32.52 | -17.17 | -189% |
| Returns for 5 years | 23.09 | -41.30 | -56% |
| Returns for 10 years | 136.32 | 102.13 | 133% |
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