PHSKX
Price
$58.82
Change
-$1.07 (-1.79%)
Updated
Jun 13 closing price
Net Assets
1.03B
PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
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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$58.82
Change-$1.07 (-1.79%)
VolumeN/A
Net Assets1.03B
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
PHSKX vs PMBPX Comparison Chart
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PHSKX vs. PMBPX commentary
Jun 16, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. PHSKX (1.03B). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). PHSKX was incepted earlier than PMBPX: PHSKX (49 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 : 10.26 vs. PHSKX (5.26). PMBPX return over 5 years is better than : 54.31 vs. PHSKX (19.85).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence49 years25 years-
Gain YTD-0.5581.933-29%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B30.6B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year5.2610.2651%
Returns for 3 years40.2849.5281%
Returns for 5 years19.8554.3137%
Returns for 10 years153.5392.68166%
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