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PCBIX vs VCKSX
PCBIX vs VCKSX Comparison
Open Charts PCBIX vs VCKSX
Principal MidCap Institutional
Price$44.05
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets31.35B
Virtus KAR Small-Mid Cap Growth C
Price$10.25
Change+$0.12 (+1.18%)
VolumeN/A
Net Assets6.27M
PCBIX vs VCKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.3B vs. VCKSX (6.27M). PCBIX (0.00) and VCKSX (0.00) have matching dividends . 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 : -0.88 vs. VCKSX (-5.24). PCBIX return over 5 years is better than : 23.09 vs. VCKSX (-1.17).
| 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 | 2.476 | 4.111 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 6.27M | 499,043% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.88 | -5.24 | 17% |
| Returns for 3 years | 32.52 | 16.17 | 201% |
| Returns for 5 years | 23.09 | -1.17 | -1,972% |
| Returns for 10 years | 136.32 | N/A | - |
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