Interact to see
Advertisement
Advertisement
PCBIX vs PHSKX
PCBIX vs PHSKX Comparison
Open Charts PCBIX vs PHSKX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Mid-Cap Growth A
Price$58.21
Change-$1.71 (-2.85%)
VolumeN/A
Net Assets874.73M
PCBIX vs PHSKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCBIX vs. PHSKX commentary
Nov 14, 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 Buy and PHSKX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. PHSKX (875M). 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). PHSKX annual gain was more profitable for investors over the last year : -3.71 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. PHSKX (-4.14).
| 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 | 3.029 | 1.302 | 233% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 875M | 3,657% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | -3.71 | 125% |
| Returns for 3 years | 35.68 | 24.65 | 145% |
| Returns for 5 years | 33.05 | -4.14 | -798% |
| Returns for 10 years | 111.81 | 177.54 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers