PKSFX
Price
$52.13
Change
+$0.32 (+0.62%)
Updated
Jan 14 closing price
Net Assets
1.95B
PMAQX
Price
$43.97
Change
-$0.08 (-0.18%)
Updated
Jan 14 closing price
Net Assets
31.35B
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PKSFX vs PMAQX

Header iconPKSFX vs PMAQX Comparison
Open Charts PKSFX vs PMAQXBanner chart's image
Virtus KAR Small-Cap Core I
Price$52.13
Change+$0.32 (+0.62%)
VolumeN/A
Net Assets1.95B
Principal MidCap R6
Price$43.97
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets31.35B
PKSFX vs PMAQX Comparison Chart in %
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PKSFX vs. PMAQX commentary
Jan 15, 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 PKSFX is a Hold and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.3B vs. PKSFX (1.95B). PKSFX pays higher dividends than PMAQX: PKSFX (0.51) vs PMAQX (0.00). PKSFX was incepted earlier than PMAQX: PKSFX (29 years) vs PMAQX (9 years). PKSFX (1.01) is less costly to investors than PMAQX (0.59). PMAQX is a more actively managed with annual turnover of: 10.50 vs. PKSFX (5.00). PMAQX has a lower initial minimum investment than PKSFX: PMAQX (0) vs PKSFX (100000). PMAQX annual gain was more profitable for investors over the last year : -0.77 vs. PKSFX (-7.12). PMAQX return over 5 years is better than : 23.62 vs. PKSFX (9.90).
PKSFXPMAQXPKSFX / PMAQX
Total Expense Ratio1.010.59171%
Annual Report Gross Expense Ratio1.010.59171%
Fund Existence29 years9 years-
Gain YTD6.4952.470263%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.95B31.3B6%
Annual Yield % from dividends0.510.00-
Returns for 1 year-7.12-0.77928%
Returns for 3 years20.3932.8962%
Returns for 5 years9.9023.6242%
Returns for 10 years168.83N/A-
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