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PCBIX vs VKSAX
PCBIX vs VKSAX Comparison
Open Charts PCBIX vs VKSAX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.13B
Virtus KAR Small-Mid Cap Core A
Price$20.21
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets2.18B
PCBIX vs VKSAX Comparison Chart in %
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PCBIX vs. VKSAX commentary
Sep 08, 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 StrongBuy and VKSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.1B vs. VKSAX (2.18B). 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 : 9.41 vs. VKSAX (3.69). PCBIX return over 5 years is better than : 49.14 vs. VKSAX (41.73).
| 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 | 7.135 | 1.253 | 570% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.18B | 1,518% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | 3.69 | 255% |
| Returns for 3 years | 47.03 | 39.76 | 118% |
| Returns for 5 years | 49.14 | 41.73 | 118% |
| Returns for 10 years | 116.70 | N/A | - |
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