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PCBIX vs VKSCX
PCBIX vs VKSCX Comparison
Open Charts PCBIX vs VKSCX
Principal MidCap Institutional
Price$43.17
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets30.94B
Virtus KAR Small-Mid Cap Core C
Price$18.27
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets1.81B
PCBIX vs VKSCX Comparison Chart in %
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PCBIX vs. VKSCX commentary
Dec 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 Hold and VKSCX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 30.9B vs. VKSCX (1.81B). 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). VKSCX annual gain was more profitable for investors over the last year : -8.35 vs. PCBIX (-10.52). PCBIX return over 5 years is better than : 23.65 vs. VKSCX (17.46).
| 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 | -2.670 | -2.744 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 1.81B | 1,703% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -10.52 | -8.35 | 126% |
| Returns for 3 years | 30.37 | 23.69 | 128% |
| Returns for 5 years | 23.65 | 17.46 | 135% |
| Returns for 10 years | 101.20 | N/A | - |
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