PMBCX
Price
$37.67
Change
+$0.22 (+0.59%)
Updated
Sep 8 closing price
Net Assets
33.05B
VKSIX
Price
$20.70
Change
+$0.16 (+0.78%)
Updated
Sep 8 closing price
Net Assets
2.18B
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PMBCX vs VKSIX

Header iconPMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIXBanner chart's image
Principal MidCap C
Price$37.67
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets33.05B
Virtus KAR Small-Mid Cap Core I
Price$20.70
Change+$0.16 (+0.78%)
VolumeN/A
Net Assets2.18B
PMBCX vs VKSIX Comparison Chart in %
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PMBCX vs. VKSIX commentary
Sep 09, 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 StrongBuy and VKSIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. VKSIX (2.19B). 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 : 9.51 vs. VKSIX (5.88). VKSIX return over 5 years is better than : 44.97 vs. PMBCX (38.24).
PMBCXVKSIXPMBCX / VKSIX
Total Expense Ratio1.750.99177%
Annual Report Gross Expense Ratio1.750.99177%
Fund Existence19 years8 years-
Gain YTD7.3221.970372%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.19B1,510%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.515.88162%
Returns for 3 years35.0235.2199%
Returns for 5 years38.2444.9785%
Returns for 10 years85.11N/A-
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