Interact to see
Advertisement
Advertisement
PCBIX vs VKSRX
PCBIX vs VKSRX Comparison
Open Charts PCBIX vs VKSRX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
Virtus KAR Small-Mid Cap Core R6
Price$19.83
Change-$0.43 (-2.12%)
VolumeN/A
Net Assets1.71B
PCBIX vs VKSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PCBIX vs. VKSRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. VKSRX (1.71B). PCBIX (0.00) and VKSRX (0.00) have matching dividends . 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). VKSRX is a more actively managed with annual turnover of: 15.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than VKSRX: PCBIX (0) vs VKSRX (2500000). VKSRX annual gain was more profitable for investors over the last year : -5.62 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. VKSRX (13.18).
| 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 | -2.920 | 1.901 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.71B | 1,722% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -5.62 | 195% |
| Returns for 3 years | 21.90 | 14.16 | 155% |
| Returns for 5 years | 14.21 | 13.18 | 108% |
| Returns for 10 years | 124.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OPPJ | 52.10 | 1.41 | +2.78% |
| WisdomTree Japan Opportunities ETF | |||
| EDD | 5.91 | 0.07 | +1.20% |
| Morgan Stanley Emerging Markets Domestic Debt Fund | |||
| FGM | 67.93 | 0.73 | +1.08% |
| First Trust Germany AlphaDEX® ETF | |||
| UITB | 47.35 | 0.02 | +0.04% |
| VictoryShares Core Intermediate Bond ETF | |||
| IBRN | 32.98 | N/A | N/A |
| iShares Neuroscience and Healthcare ETF | |||