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PCBIX vs VKSAX
PCBIX vs VKSAX Comparison
Open Charts PCBIX vs VKSAX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Small-Mid Cap Core A
Price$19.09
Change-$0.42 (-2.15%)
VolumeN/A
Net Assets1.94B
PCBIX vs VKSAX Comparison Chart in %
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PCBIX vs. VKSAX 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 VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. VKSAX (1.94B). PCBIX pays higher dividends than VKSAX: PCBIX (0.12) vs VKSAX (0.00). PCBIX was incepted earlier than VKSAX: PCBIX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PCBIX has a lower initial minimum investment than VKSAX: PCBIX (0) vs VKSAX (2500). PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. VKSAX (-7.88). PCBIX return over 5 years is better than : 33.05 vs. VKSAX (26.20).
| PCBIX | VKSAX | PCBIX / VKSAX | |
| Total Expense Ratio | 0.67 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.25 | 54% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 3.029 | -2.255 | -134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 1.94B | 1,653% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | -7.88 | 59% |
| Returns for 3 years | 35.68 | 23.32 | 153% |
| Returns for 5 years | 33.05 | 26.20 | 126% |
| Returns for 10 years | 111.81 | N/A | - |
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