PHSKX
Price
$61.27
Change
+$0.82 (+1.36%)
Updated
Jul 3 closing price
Net Assets
1.05B
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$61.27
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets1.05B
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. PHSKX (1.06B). 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 : 15.41 vs. PHSKX (8.19). PMBPX return over 5 years is better than : 59.60 vs. PHSKX (15.32).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD3.5847.04151%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B32.3B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year8.1915.4153%
Returns for 3 years41.0152.3978%
Returns for 5 years15.3259.6026%
Returns for 10 years169.44104.46162%
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