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PCBIX vs VKSAX
PCBIX vs VKSAX Comparison
Open Charts PCBIX vs VKSAX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
Virtus KAR Small-Mid Cap Core A
Price$19.33
Change-$0.44 (-2.23%)
VolumeN/A
Net Assets1.7B
PCBIX vs VKSAX Comparison Chart in %
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PCBIX vs. VKSAX commentary
Feb 04, 2026
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 Hold and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. VKSAX (1.7B). PCBIX (0.00) and VKSAX (0.00) have matching dividends . 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). VKSAX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than VKSAX: PCBIX (0) vs VKSAX (2500). VKSAX annual gain was more profitable for investors over the last year : -5.98 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. VKSAX (11.22).
| 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 | -2.920 | 1.844 | -158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.7B | 1,740% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -5.98 | 183% |
| Returns for 3 years | 21.90 | 12.97 | 169% |
| Returns for 5 years | 14.21 | 11.22 | 127% |
| Returns for 10 years | 124.71 | N/A | - |
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