PHSKX
Price
$60.47
Change
+$0.12 (+0.20%)
Updated
Sep 5 closing price
Net Assets
960.67M
PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
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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$60.47
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets960.67M
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Sep 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. PHSKX (961M). 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 : 9.16 vs. PHSKX (6.11). PMBPX return over 5 years is better than : 47.38 vs. PHSKX (7.41).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD2.2327.01832%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets961M33B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year6.119.1667%
Returns for 3 years29.2146.0463%
Returns for 5 years7.4147.3816%
Returns for 10 years184.43111.63165%
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