PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
VMCCX
Price
$50.58
Change
-$0.84 (-1.63%)
Updated
Jun 13 closing price
Net Assets
2.71B
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PMBCX vs VMCCX

Header iconPMBCX vs VMCCX Comparison
Open Charts PMBCX vs VMCCXBanner chart's image
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
Virtus KAR Mid-Cap Core C
Price$50.58
Change-$0.84 (-1.63%)
VolumeN/A
Net Assets2.71B
PMBCX vs VMCCX Comparison Chart
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PMBCX vs. VMCCX 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 PMBCX is a StrongBuy and VMCCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. VMCCX (2.71B). PMBCX (0.00) and VMCCX (0.00) have matching dividends . PMBCX was incepted earlier than VMCCX: PMBCX (18 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBCX (1.75). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than VMCCX: PMBCX (1000) vs VMCCX (2500). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. VMCCX (2.20). VMCCX return over 5 years is better than : 49.91 vs. PMBCX (42.73).
PMBCXVMCCXPMBCX / VMCCX
Total Expense Ratio1.751.9590%
Annual Report Gross Expense Ratio1.752.0486%
Fund Existence18 years16 years-
Gain YTD1.538-1.076-143%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B2.71B1,129%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.122.20414%
Returns for 3 years42.8530.73139%
Returns for 5 years42.7349.9186%
Returns for 10 years65.54129.9150%
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