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PCBIX vs VRKSX
PCBIX vs VRKSX Comparison
Open Charts PCBIX vs VRKSX
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.16B
Virtus KAR Small-Mid Cap Growth R6
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets6.62M
PCBIX vs VRKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. VRKSX (6.62M). PCBIX pays higher dividends than VRKSX: PCBIX (0.12) vs VRKSX (0.00). PCBIX was incepted earlier than VRKSX: PCBIX (25 years) vs VRKSX (5 years). VRKSX (1.71) is less costly to investors than PCBIX (0.67). VRKSX is a more actively managed with annual turnover of: 37.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than VRKSX: PCBIX (0) vs VRKSX (2500000). PCBIX annual gain was more profitable for investors over the last year : -4.33 vs. VRKSX (-9.08). PCBIX return over 5 years is better than : 21.83 vs. VRKSX (0.58).
| PCBIX | VRKSX | PCBIX / VRKSX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.71 | 39% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -2.356 | -6.887 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 6.62M | 471,513% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.33 | -9.08 | 48% |
| Returns for 3 years | 39.90 | 24.97 | 160% |
| Returns for 5 years | 21.83 | 0.58 | 3,766% |
| Returns for 10 years | 110.45 | N/A | - |
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