PHSKX
Price
$58.82
Change
-$1.07 (-1.79%)
Updated
Jun 13 closing price
Net Assets
1.03B
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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PHSKX vs PMBJX

Header iconPHSKX vs PMBJX Comparison
Open Charts PHSKX vs PMBJXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$58.82
Change-$1.07 (-1.79%)
VolumeN/A
Net Assets1.03B
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
PHSKX vs PMBJX Comparison Chart
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PHSKX vs. PMBJX commentary
Jun 16, 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 PHSKX is a Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. PHSKX (1.03B). PMBJX pays higher dividends than PHSKX: PMBJX (0.06) vs PHSKX (0.00). PHSKX was incepted earlier than PMBJX: PHSKX (49 years) vs PMBJX (24 years). PHSKX (1.26) is less costly to investors than PMBJX (0.78). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PHSKX: PMBJX (1000) vs PHSKX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. PHSKX (5.26). PMBJX return over 5 years is better than : 53.13 vs. PHSKX (19.85).
PHSKXPMBJXPHSKX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence49 years24 years-
Gain YTD-0.5581.960-28%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B30.6B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.2610.1252%
Returns for 3 years40.2848.9682%
Returns for 5 years19.8553.1337%
Returns for 10 years153.5388.94173%
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