PMBPX
Price
$47.20
Change
+$0.33 (+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
Interact to see
Advertisement

PMBPX vs VKSAX

Header iconPMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+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
PMBPX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX 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 PMBPX is a StrongBuy and VKSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBPX has a lower initial minimum investment than VKSAX: PMBPX (0) vs VKSAX (2500). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. VKSAX (7.93). PMBPX return over 5 years is better than : 56.25 vs. VKSAX (49.14).
PMBPXVKSAXPMBPX / VKSAX
Total Expense Ratio0.831.2566%
Annual Report Gross Expense Ratio0.831.2566%
Fund Existence25 years7 years-
Gain YTD8.6064.309200%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.617.93172%
Returns for 3 years49.3839.36125%
Returns for 5 years56.2549.14114%
Returns for 10 years107.27N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TGONF17.000.53
+3.25%
Tetragon Financial Group
GIGB45.810.13
+0.27%
Goldman Sachs Acss Invmt Grd Corp Bd ETF
BDGS33.200.04
+0.12%
Bridges Capital Tactical ETF
DFE70.86-0.02
-0.02%
WisdomTree Europe SmallCap Dividend ETF
VSS137.11-0.13
-0.09%
Vanguard FTSE All-Wld ex-US SmCp ETF