PHSKX
Price
$36.89
Change
-$23.40 (-38.81%)
Updated
Feb 3 closing price
Net Assets
574.11M
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$36.89
Change-$23.40 (-38.81%)
VolumeN/A
Net Assets574.11M
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
PHSKX vs PMBMX Comparison Chart in %
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PHSKX vs. PMBMX commentary
Feb 05, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. PHSKX (574M). PHSKX (0.00) and PMBMX (0.00) have matching dividends . PHSKX was incepted earlier than PMBMX: PHSKX (50 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: 27.00 vs. PMBMX (13.70). 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 : -11.84 vs. PHSKX (-40.82). PMBMX return over 5 years is better than : 9.56 vs. PHSKX (-48.18).
PHSKXPMBMXPHSKX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence50 years25 years-
Gain YTD-5.507-2.987184%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets574M29.5B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year-40.82-11.84345%
Returns for 3 years-26.8118.93-142%
Returns for 5 years-48.189.56-504%
Returns for 10 years94.88108.3488%
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