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PCBIX vs VCKSX
PCBIX vs VCKSX Comparison
Open Charts PCBIX vs VCKSX
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
Virtus KAR Small-Mid Cap Growth C
Price$9.95
Change+$0.08 (+0.81%)
VolumeN/A
Net Assets7.02M
PCBIX vs VCKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. VCKSX (7.02M). 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 : -7.09 vs. VCKSX (-14.00).
| 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 | 2.266 | -7.096 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6B | 7.02M | 450,207% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -7.09 | -14.00 | 51% |
| Returns for 3 years | 33.49 | 15.30 | 219% |
| Returns for 5 years | 27.49 | N/A | - |
| Returns for 10 years | 102.14 | N/A | - |
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