PHSKX
Price
$39.63
Change
+$0.02 (+0.05%)
Updated
Dec 24 closing price
Net Assets
689.34M
PMBJX
Price
$39.60
Change
+$0.10 (+0.25%)
Updated
Dec 24 closing price
Net Assets
31.16B
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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$39.63
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets689.34M
Principal MidCap J
Price$39.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets31.16B
PHSKX vs PMBJX Comparison Chart in %
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PHSKX vs. PMBJX commentary
Dec 26, 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 StrongBuy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. PHSKX (689M). PMBJX pays higher dividends than PHSKX: PMBJX (0.06) vs PHSKX (0.00). PHSKX was incepted earlier than PMBJX: PHSKX (50 years) vs PMBJX (25 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 : -4.93 vs. PHSKX (-34.52). PMBJX return over 5 years is better than : 18.95 vs. PHSKX (-43.16).
PHSKXPMBJXPHSKX / PMBJX
Total Expense Ratio1.260.78162%
Annual Report Gross Expense Ratio1.260.78162%
Fund Existence50 years25 years-
Gain YTD-33.001-2.9651,113%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets689M31.2B2%
Annual Yield % from dividends0.000.06-
Returns for 1 year-34.52-4.93700%
Returns for 3 years-12.5238.06-33%
Returns for 5 years-43.1618.95-228%
Returns for 10 years78.35101.3177%
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