PHSKX
Price
$58.21
Change
-$1.71 (-2.85%)
Updated
Nov 13 closing price
Net Assets
874.73M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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PHSKX vs PMBPX

Header iconPHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$58.21
Change-$1.71 (-2.85%)
VolumeN/A
Net Assets874.73M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Nov 14, 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 Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. PHSKX (875M). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). PHSKX was incepted earlier than PMBPX: PHSKX (50 years) vs PMBPX (25 years). PHSKX (1.26) is less costly to investors than PMBPX (0.83). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than PHSKX: PMBPX (0) vs PHSKX (2500). PHSKX annual gain was more profitable for investors over the last year : -3.71 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. PHSKX (-4.14).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD1.3022.92245%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets875M32B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.71-4.8277%
Returns for 3 years24.6534.8271%
Returns for 5 years-4.1431.53-13%
Returns for 10 years177.54106.99166%
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