PHSKX
Price
$58.82
Change
-$1.07 (-1.79%)
Updated
Jun 13 closing price
Net Assets
1.03B
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
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PHSKX vs PMBMX

Header iconPHSKX vs PMBMX Comparison
Open Charts PHSKX vs PMBMXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$58.82
Change-$1.07 (-1.79%)
VolumeN/A
Net Assets1.03B
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
PHSKX vs PMBMX Comparison Chart
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PHSKX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. PHSKX (1.03B). PMBMX pays higher dividends than PHSKX: PMBMX (0.02) vs PHSKX (0.00). PHSKX was incepted earlier than PMBMX: PHSKX (49 years) vs PMBMX (25 years). PHSKX (1.26) is less costly to investors than PMBMX (1.14). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PHSKX: PMBMX (0) vs PHSKX (2500). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. PHSKX (5.26). PMBMX return over 5 years is better than : 50.58 vs. PHSKX (19.85).
PHSKXPMBMXPHSKX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence49 years25 years-
Gain YTD-0.5581.787-31%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B30.6B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year5.269.7154%
Returns for 3 years40.2847.3885%
Returns for 5 years19.8550.5839%
Returns for 10 years153.5383.54184%
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