Interact to see
Advertisement
Advertisement
PCBIX vs VKSCX
PCBIX vs VKSCX Comparison
Open Charts PCBIX vs VKSCX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Small-Mid Cap Core C
Price$17.92
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets1.89B
PCBIX vs VKSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCBIX vs. VKSCX commentary
Nov 15, 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 VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. VKSCX (1.89B). PCBIX pays higher dividends than VKSCX: PCBIX (0.12) vs VKSCX (0.00). PCBIX was incepted earlier than VKSCX: PCBIX (25 years) vs VKSCX (8 years). VKSCX (2.01) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PCBIX has a lower initial minimum investment than VKSCX: PCBIX (0) vs VKSCX (2500). PCBIX annual gain was more profitable for investors over the last year : -6.45 vs. VKSCX (-10.00). PCBIX return over 5 years is better than : 30.96 vs. VKSCX (18.88).
| PCBIX | VKSCX | PCBIX / VKSCX | |
| Total Expense Ratio | 0.67 | 2.01 | 33% |
| Annual Report Gross Expense Ratio | 0.67 | 2.01 | 33% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 1.414 | -4.960 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 1.89B | 1,690% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -6.45 | -10.00 | 65% |
| Returns for 3 years | 35.88 | 19.35 | 185% |
| Returns for 5 years | 30.96 | 18.88 | 164% |
| Returns for 10 years | 106.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement