PHSKX
Price
$39.94
Change
-$0.17 (-0.42%)
Updated
Jan 14 closing price
Net Assets
659.69M
PMBPX
Price
$42.66
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
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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$39.94
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets659.69M
Principal MidCap R5
Price$42.66
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Jan 16, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. PHSKX (660M). PHSKX (0.00) and PMBPX (0.00) have matching dividends . 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 : -1.14 vs. PHSKX (-32.93). PMBPX return over 5 years is better than : 21.51 vs. PHSKX (-41.30).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD2.3052.47493%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets660M31.3B2%
Annual Yield % from dividends0.000.00-
Returns for 1 year-32.93-1.142,900%
Returns for 3 years-17.1731.60-54%
Returns for 5 years-41.3021.51-192%
Returns for 10 years102.13130.7478%
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