PHSKX
Price
$61.45
Change
+$0.28 (+0.46%)
Updated
Jul 25 closing price
Net Assets
1.02B
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Jul 27, 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: 33.2B vs. PHSKX (1.02B). 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 : 13.61 vs. PHSKX (9.56). PMBPX return over 5 years is better than : 56.25 vs. PHSKX (14.11).
PHSKXPMBPXPHSKX / PMBPX
Total Expense Ratio1.260.83152%
Annual Report Gross Expense Ratio1.260.83152%
Fund Existence50 years25 years-
Gain YTD3.8888.60645%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B33.2B3%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.5613.6170%
Returns for 3 years36.3149.3874%
Returns for 5 years14.1156.2525%
Returns for 10 years167.76107.27156%
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