Interact to see
Advertisement
Advertisement
PCBIX vs VKSRX
PCBIX vs VKSRX Comparison
Open Charts PCBIX vs VKSRX
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
Virtus KAR Small-Mid Cap Core R6
Price$19.75
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
PCBIX vs VKSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCBIX vs. VKSRX commentary
Dec 05, 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 VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. VKSRX (1.83B). PCBIX pays higher dividends than VKSRX: PCBIX (0.12) vs VKSRX (0.00). PCBIX was incepted earlier than VKSRX: PCBIX (25 years) vs VKSRX (8 years). VKSRX (0.90) is less costly to investors than PCBIX (0.67). PCBIX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PCBIX has a lower initial minimum investment than VKSRX: PCBIX (0) vs VKSRX (2500000). PCBIX annual gain was more profitable for investors over the last year : -7.09 vs. VKSRX (-9.82). PCBIX return over 5 years is better than : 27.49 vs. VKSRX (23.32).
| PCBIX | VKSRX | PCBIX / VKSRX | |
| Total Expense Ratio | 0.67 | 0.90 | 74% |
| Annual Report Gross Expense Ratio | 0.67 | 0.90 | 74% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.266 | -3.186 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| 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 | -7.09 | -9.82 | 72% |
| Returns for 3 years | 33.49 | 21.91 | 153% |
| Returns for 5 years | 27.49 | 23.32 | 118% |
| Returns for 10 years | 102.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers