PHSKX
Price
$39.63
Change
+$0.02 (+0.05%)
Updated
Dec 24 closing price
Net Assets
689.34M
PMBMX
Price
$39.49
Change
+$0.11 (+0.28%)
Updated
Dec 24 closing price
Net Assets
31.16B
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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$39.63
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets689.34M
Principal MidCap R3
Price$39.49
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets31.16B
PHSKX vs PMBMX Comparison Chart in %
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PHSKX vs. PMBMX 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. PHSKX (689M). PMBMX pays higher dividends than PHSKX: PMBMX (0.02) vs PHSKX (0.00). 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: 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 : -5.30 vs. PHSKX (-34.52). PMBMX return over 5 years is better than : 16.93 vs. PHSKX (-43.16).
PHSKXPMBMXPHSKX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence50 years25 years-
Gain YTD-33.001-3.329991%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets689M31.2B2%
Annual Yield % from dividends0.000.02-
Returns for 1 year-34.52-5.30651%
Returns for 3 years-12.5236.53-34%
Returns for 5 years-43.1616.93-255%
Returns for 10 years78.3595.1582%
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