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PCBIX vs VKSRX
PCBIX vs VKSRX Comparison
Open Charts PCBIX vs VKSRX
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
Virtus KAR Small-Mid Cap Core R6
Price$19.85
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.78B
PCBIX vs VKSRX Comparison Chart in %
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PCBIX vs. VKSRX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. VKSRX (1.78B). 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 : -4.25 vs. VKSRX (-4.70). PCBIX return over 5 years is better than : 21.92 vs. VKSRX (18.01).
| 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 | -2.289 | -2.696 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.78B | 1,757% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.25 | -4.70 | 90% |
| Returns for 3 years | 40.26 | 31.02 | 130% |
| Returns for 5 years | 21.92 | 18.01 | 122% |
| Returns for 10 years | 108.80 | N/A | - |
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