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PCBIX vs VRKSX
PCBIX vs VRKSX Comparison
Open Charts PCBIX vs VRKSX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
Virtus KAR Small-Mid Cap Growth R6
Price$9.97
Change-$1.16 (-10.42%)
VolumeN/A
Net Assets6.04M
PCBIX vs VRKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. VRKSX (6.04M). PCBIX (0.00) and VRKSX (0.00) have matching dividends . 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: 24.00 vs. PCBIX (13.70). 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 : -10.93 vs. VRKSX (-12.93). PCBIX return over 5 years is better than : 14.21 vs. VRKSX (-4.50).
| 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 | -2.920 | -2.827 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 6.04M | 488,734% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -12.93 | 85% |
| Returns for 3 years | 21.90 | 7.90 | 277% |
| Returns for 5 years | 14.21 | -4.50 | -316% |
| Returns for 10 years | 124.71 | N/A | - |
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