PHSKX
Price
$61.45
Change
+$0.28 (+0.46%)
Updated
Jul 25 closing price
Net Assets
1.02B
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
PHSKX vs PMBJX Comparison Chart in %
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PHSKX vs. PMBJX commentary
Jul 27, 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: 33.2B vs. PHSKX (1.02B). PMBJX pays higher dividends than PHSKX: PMBJX (0.06) vs PHSKX (0.00). PHSKX was incepted earlier than PMBJX: PHSKX (50 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 : 13.47 vs. PHSKX (9.56). PMBJX return over 5 years is better than : 55.02 vs. PHSKX (14.11).
PHSKXPMBJXPHSKX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence50 years24 years-
Gain YTD3.8888.65045%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B33.2B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year9.5613.4771%
Returns for 3 years36.3148.8874%
Returns for 5 years14.1155.0226%
Returns for 10 years167.76103.26162%
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