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PCBIX vs VCKSX
PCBIX vs VCKSX Comparison
Open Charts PCBIX vs VCKSX
Principal MidCap Institutional
Price$43.52
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets31.16B
Virtus KAR Small-Mid Cap Growth C
Price$9.87
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets6.62M
PCBIX vs VCKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. VCKSX (6.62M). PCBIX pays higher dividends than VCKSX: PCBIX (0.12) vs VCKSX (0.00). PCBIX was incepted earlier than VCKSX: PCBIX (25 years) vs VCKSX (5 years). VCKSX (2.81) is less costly to investors than PCBIX (0.67). VCKSX is a more actively managed with annual turnover of: 37.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than VCKSX: PCBIX (0) vs VCKSX (2500). PCBIX annual gain was more profitable for investors over the last year : -4.33 vs. VCKSX (-10.03). PCBIX return over 5 years is better than : 21.83 vs. VCKSX (-4.55).
| PCBIX | VCKSX | PCBIX / VCKSX | |
| Total Expense Ratio | 0.67 | 2.05 | 33% |
| Annual Report Gross Expense Ratio | 0.67 | 2.81 | 24% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -2.356 | -7.843 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 6.62M | 471,513% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.33 | -10.03 | 43% |
| Returns for 3 years | 39.90 | 21.10 | 189% |
| Returns for 5 years | 21.83 | -4.55 | -480% |
| Returns for 10 years | 110.45 | N/A | - |
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