PMBCX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Dec 3 closing price
Net Assets
31.57B
VKSIX
Price
$19.64
Change
+$0.02 (+0.10%)
Updated
Dec 3 closing price
Net Assets
1.83B
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PMBCX vs VKSIX

Header iconPMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIXBanner chart's image
Principal MidCap C
Price$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets31.57B
Virtus KAR Small-Mid Cap Core I
Price$19.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
PMBCX vs VKSIX Comparison Chart in %
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PMBCX vs. VKSIX commentary
Dec 04, 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 PMBCX is a Hold and VKSIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. VKSIX (1.83B). PMBCX (0.00) and VKSIX (0.00) have matching dividends . PMBCX was incepted earlier than VKSIX: PMBCX (19 years) vs VKSIX (8 years). PMBCX (1.75) is less costly to investors than VKSIX (0.99). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBCX has a lower initial minimum investment than VKSIX: PMBCX (1000) vs VKSIX (100000). PMBCX annual gain was more profitable for investors over the last year : -9.36 vs. VKSIX (-10.52). VKSIX return over 5 years is better than : 23.81 vs. PMBCX (17.47).
PMBCXVKSIXPMBCX / VKSIX
Total Expense Ratio1.750.99177%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years8 years-
Gain YTD0.940-3.645-26%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B1.83B1,728%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.36-10.5289%
Returns for 3 years26.2221.11124%
Returns for 5 years17.4723.8173%
Returns for 10 years69.04N/A-
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