PMBMX
Price
$43.65
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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PMBMX vs VKSIX

Header iconPMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIXBanner chart's image
Principal MidCap R3
Price$43.65
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
PMBMX vs VKSIX Comparison Chart in %
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PMBMX 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 PMBMX is a StrongBuy and VKSIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. VKSIX (2.24B). PMBMX pays higher dividends than VKSIX: PMBMX (0.02) vs VKSIX (0.00). PMBMX was incepted earlier than VKSIX: PMBMX (25 years) vs VKSIX (7 years). PMBMX (1.14) is less costly to investors than VKSIX (0.99). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBMX has a lower initial minimum investment than VKSIX: PMBMX (0) vs VKSIX (100000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. VKSIX (8.42). PMBMX (55.71) and VKSIX (53.27) have equivalent 5 years return.
PMBMXVKSIXPMBMX / VKSIX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.140.99115%
Fund Existence25 years7 years-
Gain YTD6.8542.069331%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.808.42176%
Returns for 3 years50.1942.31119%
Returns for 5 years55.7153.27105%
Returns for 10 years94.74N/A-
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