PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
VMACX
Price
$57.12
Change
-$0.95 (-1.64%)
Updated
Jun 13 closing price
Net Assets
2.71B
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PMBJX vs VMACX

Header iconPMBJX vs VMACX Comparison
Open Charts PMBJX vs VMACXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Virtus KAR Mid-Cap Core A
Price$57.12
Change-$0.95 (-1.64%)
VolumeN/A
Net Assets2.71B
PMBJX vs VMACX Comparison Chart
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PMBJX vs. VMACX 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 PMBJX is a StrongBuy and VMACX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. VMACX (2.71B). PMBJX pays higher dividends than VMACX: PMBJX (0.06) vs VMACX (0.00). PMBJX was incepted earlier than VMACX: PMBJX (24 years) vs VMACX (16 years). VMACX (1.29) is less costly to investors than PMBJX (0.78). VMACX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMACX: PMBJX (1000) vs VMACX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. VMACX (2.97). VMACX return over 5 years is better than : 56.45 vs. PMBJX (53.13).
PMBJXVMACXPMBJX / VMACX
Total Expense Ratio0.781.2065%
Annual Report Gross Expense Ratio0.781.2960%
Fund Existence24 years16 years-
Gain YTD1.960-0.747-262%
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B2.71B1,129%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.122.97340%
Returns for 3 years48.9634.12144%
Returns for 5 years53.1356.4594%
Returns for 10 years88.94149.4360%
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