PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSIX
Price
$21.20
Change
+$0.16 (+0.76%)
Updated
Jul 25 closing price
Net Assets
2.28B
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PMBJX vs VKSIX

Header iconPMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Virtus KAR Small-Mid Cap Core I
Price$21.20
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets2.28B
PMBJX vs VKSIX Comparison Chart in %
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PMBJX vs. VKSIX commentary
Jul 28, 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 VKSIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VKSIX (2.28B). PMBJX pays higher dividends than VKSIX: PMBJX (0.06) vs VKSIX (0.00). PMBJX was incepted earlier than VKSIX: PMBJX (24 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBJX has a lower initial minimum investment than VKSIX: PMBJX (1000) vs VKSIX (100000). PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. VKSIX (8.16). PMBJX return over 5 years is better than : 55.02 vs. VKSIX (51.12).
PMBJXVKSIXPMBJX / VKSIX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.780.9979%
Fund Existence24 years7 years-
Gain YTD8.6504.434195%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.478.16165%
Returns for 3 years48.8840.40121%
Returns for 5 years55.0251.12108%
Returns for 10 years103.26N/A-
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