PMBMX
Price
$43.65
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
Interact to see
Advertisement

PMBMX vs VMCCX

Header iconPMBMX vs VMCCX Comparison
Open Charts PMBMX vs VMCCXBanner chart's image
Principal MidCap R3
Price$43.65
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
PMBMX vs VMCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBMX 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 PMBMX is a StrongBuy and VMCCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. VMCCX (2.84B). PMBMX pays higher dividends than VMCCX: PMBMX (0.02) vs VMCCX (0.00). PMBMX was incepted earlier than VMCCX: PMBMX (25 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBMX (1.14). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VMCCX: PMBMX (0) vs VMCCX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. VMCCX (8.41). PMBMX (55.71) and VMCCX (54.33) have equivalent 5 years return.
PMBMXVMCCXPMBMX / VMCCX
Total Expense Ratio1.141.9558%
Annual Report Gross Expense Ratio1.142.0456%
Fund Existence25 years16 years-
Gain YTD6.8544.107167%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.84B1,137%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.808.41176%
Returns for 3 years50.1933.31151%
Returns for 5 years55.7154.33103%
Returns for 10 years94.74144.4066%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCGFX13.540.15
+1.12%
AMG Montrusco Bolton Large Cap Growth N
MFRHX60.680.55
+0.91%
MFS Research R3
MSJIX18.760.13
+0.70%
Morgan Stanley Global Endurance I
MBVKX21.040.12
+0.57%
BlackRock Large Cap Focus Value K
AMTOX9.630.03
+0.31%
AB All Market Real Return 1