PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VMCCX
Price
$53.80
Change
+$0.18 (+0.34%)
Updated
Jul 25 closing price
Net Assets
2.85B
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PMBMX vs VMCCX

Header iconPMBMX vs VMCCX Comparison
Open Charts PMBMX vs VMCCXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Virtus KAR Mid-Cap Core C
Price$53.80
Change+$0.18 (+0.34%)
VolumeN/A
Net Assets2.85B
PMBMX vs VMCCX Comparison Chart in %
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PMBMX vs. VMCCX 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 VMCCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. VMCCX (2.85B). 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 : 13.04 vs. VMCCX (8.27). PMBMX (52.44) and VMCCX (51.59) have equivalent 5 years return.
PMBMXVMCCXPMBMX / VMCCX
Total Expense Ratio1.141.9558%
Annual Report Gross Expense Ratio1.142.0456%
Fund Existence25 years16 years-
Gain YTD8.4215.222161%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.85B1,164%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.048.27158%
Returns for 3 years47.2731.70149%
Returns for 5 years52.4451.59102%
Returns for 10 years97.42147.5866%
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