PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VMCCX
Price
$53.23
Change
+$0.32 (+0.60%)
Updated
Jul 3 closing price
Net Assets
2.84B
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PMBJX vs VMCCX

Header iconPMBJX vs VMCCX Comparison
Open Charts PMBJX vs VMCCXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Virtus KAR Mid-Cap Core C
Price$53.23
Change+$0.32 (+0.60%)
VolumeN/A
Net Assets2.84B
PMBJX vs VMCCX Comparison Chart in %
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PMBJX vs. VMCCX 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 VMCCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. VMCCX (2.84B). PMBJX pays higher dividends than VMCCX: PMBJX (0.06) vs VMCCX (0.00). PMBJX was incepted earlier than VMCCX: PMBJX (24 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBJX (0.78). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMCCX: PMBJX (1000) vs VMCCX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. VMCCX (8.41). PMBJX return over 5 years is better than : 58.39 vs. VMCCX (54.33).
PMBJXVMCCXPMBJX / VMCCX
Total Expense Ratio0.781.9540%
Annual Report Gross Expense Ratio0.782.0438%
Fund Existence24 years16 years-
Gain YTD7.0574.107172%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.84B1,137%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.268.41181%
Returns for 3 years51.7933.31155%
Returns for 5 years58.3954.33107%
Returns for 10 years100.46144.4070%
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