PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSAX
Price
$20.82
Change
+$0.16 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.28B
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PMBMX vs VKSAX

Header iconPMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Virtus KAR Small-Mid Cap Core A
Price$20.82
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets2.28B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX vs. VKSAX commentary
Jul 27, 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 PMBMX is a StrongBuy and VKSAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (25 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBMX has a lower initial minimum investment than VKSAX: PMBMX (0) vs VKSAX (2500). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. VKSAX (7.93). PMBMX return over 5 years is better than : 52.44 vs. VKSAX (49.14).
PMBMXVKSAXPMBMX / VKSAX
Total Expense Ratio1.141.2591%
Annual Report Gross Expense Ratio1.141.2591%
Fund Existence25 years7 years-
Gain YTD8.4214.309195%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.047.93164%
Returns for 3 years47.2739.36120%
Returns for 5 years52.4449.14107%
Returns for 10 years97.42N/A-
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