PHSKX
Price
$39.63
Change
+$0.02 (+0.05%)
Updated
Dec 24 closing price
Net Assets
689.34M
PMBPX
Price
$42.33
Change
+$0.11 (+0.26%)
Updated
Dec 24 closing price
Net Assets
31.16B
Interact to see
Advertisement

PHSKX vs PMBPX

Header iconPHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPXBanner chart's image
Virtus KAR Mid-Cap Growth A
Price$39.63
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets689.34M
Principal MidCap R5
Price$42.33
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets31.16B
PHSKX vs PMBPX Comparison Chart in %
View a ticker or compare two or three
VS
PHSKX vs. PMBPX 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 PMBPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. PHSKX (689M). 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). PMBPX annual gain was more profitable for investors over the last year : -4.57 vs. PHSKX (-34.52). PMBPX return over 5 years is better than : 20.33 vs. PHSKX (-43.16).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD-33.001-2.6001,269%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets689M31.2B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year-34.52-4.57756%
Returns for 3 years-12.5238.89-32%
Returns for 5 years-43.1620.33-212%
Returns for 10 years78.35105.5374%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IMFL29.920.15
+0.50%
Invesco Intl Dev Dynmc Mltfctr ETF
ESGV122.480.33
+0.27%
Vanguard ESG US Stock ETF
FTDS57.160.13
+0.22%
First Trust Dividend Strength ETF
PSDM51.590.05
+0.10%
PGIM Short Duration Mlt-Sect Bd ETF
FIRI18.94N/A
N/A
FIRE Funds Income Target ETF