PHSKX
Price
$61.45
Change
+$0.28 (+0.46%)
Updated
Jul 25 closing price
Net Assets
1.02B
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
PHSKX vs PMBMX Comparison Chart in %
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PHSKX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. PHSKX (1.02B). 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 : 13.04 vs. PHSKX (9.56). PMBMX return over 5 years is better than : 52.44 vs. PHSKX (14.11).
PHSKXPMBMXPHSKX / PMBMX
Total Expense Ratio1.261.14111%
Annual Report Gross Expense Ratio1.261.14111%
Fund Existence50 years25 years-
Gain YTD3.8888.42146%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B33.2B3%
Annual Yield % from dividends0.000.02-
Returns for 1 year9.5613.0473%
Returns for 3 years36.3147.2777%
Returns for 5 years14.1152.4427%
Returns for 10 years167.7697.42172%
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