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PCBIX vs VAKSX
PCBIX vs VAKSX Comparison
Open Charts PCBIX vs VAKSX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Small-Mid Cap Growth A
Price$10.30
Change-$0.19 (-1.81%)
VolumeN/A
Net Assets7.01M
PCBIX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. VAKSX (7.01M). PCBIX pays higher dividends than VAKSX: PCBIX (0.12) vs VAKSX (0.00). PCBIX was incepted earlier than VAKSX: PCBIX (25 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PCBIX (0.67). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than VAKSX: PCBIX (0) vs VAKSX (2500). PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. VAKSX (-11.18).
| PCBIX | VAKSX | PCBIX / VAKSX | |
| Total Expense Ratio | 0.67 | 1.30 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 2.12 | 32% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 3.029 | -4.982 | -61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 7.01M | 456,230% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | -11.18 | 42% |
| Returns for 3 years | 35.68 | 25.63 | 139% |
| Returns for 5 years | 33.05 | N/A | - |
| Returns for 10 years | 111.81 | N/A | - |
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