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PCBIX vs VKSAX
PCBIX vs VKSAX Comparison
Open Charts PCBIX vs VKSAX
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
Virtus KAR Small-Mid Cap Core A
Price$19.26
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
PCBIX vs VKSAX Comparison Chart in %
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PCBIX vs. VKSAX commentary
Dec 04, 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 Hold and VKSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. VKSAX (1.83B). 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 : -7.72 vs. VKSAX (-10.74). PCBIX return over 5 years is better than : 28.55 vs. VKSAX (22.15).
| 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 | 1.907 | -3.858 | -49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6B | 1.83B | 1,728% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -7.72 | -10.74 | 72% |
| Returns for 3 years | 33.03 | 20.16 | 164% |
| Returns for 5 years | 28.55 | 22.15 | 129% |
| Returns for 10 years | 101.44 | N/A | - |
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