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PCBIX vs VKSIX
PCBIX vs VKSIX Comparison
Open Charts PCBIX vs VKSIX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
Virtus KAR Small-Mid Cap Core I
Price$20.70
Change+$0.16 (+0.78%)
VolumeN/A
Net Assets2.18B
PCBIX vs VKSIX Comparison Chart in %
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PCBIX vs. VKSIX commentary
Sep 09, 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 VKSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.4B vs. VKSIX (2.19B). PCBIX pays higher dividends than VKSIX: PCBIX (0.12) vs VKSIX (0.00). PCBIX was incepted earlier than VKSIX: PCBIX (25 years) vs VKSIX (8 years). VKSIX (0.99) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PCBIX has a lower initial minimum investment than VKSIX: PCBIX (0) vs VKSIX (100000). PCBIX annual gain was more profitable for investors over the last year : 11.52 vs. VKSIX (5.88). PCBIX return over 5 years is better than : 51.28 vs. VKSIX (44.97).
| PCBIX | VKSIX | PCBIX / VKSIX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 0.99 | 68% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 8.100 | 1.970 | 411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 2.19B | 1,529% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 11.52 | 5.88 | 196% |
| Returns for 3 years | 42.27 | 35.21 | 120% |
| Returns for 5 years | 51.28 | 44.97 | 114% |
| Returns for 10 years | 120.63 | N/A | - |
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