PHSKX
Price
$59.03
Change
-$0.17 (-0.29%)
Updated
Oct 17 closing price
Net Assets
901.19M
PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$59.03
Change-$0.17 (-0.29%)
VolumeN/A
Net Assets901.19M
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.93B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Oct 19, 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. PHSKX (901M). 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 : -2.56 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. PHSKX (-5.96).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD-0.2032.301-9%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets901M31.9B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year-2.56-2.8889%
Returns for 3 years32.4149.2666%
Returns for 5 years-5.9636.06-17%
Returns for 10 years175.45102.57171%
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