PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSAX
Price
$20.34
Change
+$0.09 (+0.44%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBJX vs VKSAX

Header iconPMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Virtus KAR Small-Mid Cap Core A
Price$20.34
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets2.24B
PMBJX vs VKSAX Comparison Chart in %
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PMBJX vs. VKSAX commentary
Jul 07, 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 PMBJX is a StrongBuy and VKSAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VKSAX (2.24B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (24 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBJX has a lower initial minimum investment than VKSAX: PMBJX (1000) vs VKSAX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. VKSAX (8.08). PMBJX return over 5 years is better than : 58.39 vs. VKSAX (51.11).
PMBJXVKSAXPMBJX / VKSAX
Total Expense Ratio0.781.2562%
Annual Report Gross Expense Ratio0.781.2562%
Fund Existence24 years7 years-
Gain YTD7.0571.904371%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.268.08189%
Returns for 3 years51.7941.15126%
Returns for 5 years58.3951.11114%
Returns for 10 years100.46N/A-
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