PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSIX
Price
$20.72
Change
+$0.10 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBJX vs VKSIX

Header iconPMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIXBanner 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 I
Price$20.72
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets2.24B
PMBJX vs VKSIX Comparison Chart in %
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PMBJX vs. VKSIX 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 VKSIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VKSIX (2.24B). 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 : 15.26 vs. VKSIX (8.42). PMBJX return over 5 years is better than : 58.39 vs. VKSIX (53.27).
PMBJXVKSIXPMBJX / VKSIX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.780.9979%
Fund Existence24 years7 years-
Gain YTD7.0572.069341%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.268.42181%
Returns for 3 years51.7942.31122%
Returns for 5 years58.3953.27110%
Returns for 10 years100.46N/A-
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