PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
VAKSX
Price
$11.36
Change
+$0.07 (+0.62%)
Updated
Jul 25 closing price
Net Assets
7.75M
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PMBMX vs VAKSX

Header iconPMBMX vs VAKSX Comparison
Open Charts PMBMX vs VAKSXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.03B
Virtus KAR Small-Mid Cap Growth A
Price$11.36
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets7.75M
PMBMX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. VAKSX (7.76M). PMBMX pays higher dividends than VAKSX: PMBMX (0.02) vs VAKSX (0.00). PMBMX was incepted earlier than VAKSX: PMBMX (25 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PMBMX (1.14). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VAKSX: PMBMX (0) vs VAKSX (2500). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. VAKSX (9.34).
PMBMXVAKSXPMBMX / VAKSX
Total Expense Ratio1.141.3088%
Annual Report Gross Expense Ratio1.142.1254%
Fund Existence25 years5 years-
Gain YTD8.4212.899291%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B7.76M425,532%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.049.34140%
Returns for 3 years47.2737.86125%
Returns for 5 years52.44N/A-
Returns for 10 years97.42N/A-
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