PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSCX
Price
$19.68
Change
+$0.14 (+0.72%)
Updated
Jul 25 closing price
Net Assets
2.28B
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PMBPX vs VKSCX

Header iconPMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCXBanner 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 C
Price$19.68
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets2.28B
PMBPX vs VKSCX Comparison Chart in %
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PMBPX vs. VKSCX 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 VKSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. VKSCX (2.28B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (25 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBPX has a lower initial minimum investment than VKSCX: PMBPX (0) vs VKSCX (2500). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. VKSCX (7.01). PMBPX return over 5 years is better than : 56.25 vs. VKSCX (43.54).
PMBPXVKSCXPMBPX / VKSCX
Total Expense Ratio0.832.0141%
Annual Report Gross Expense Ratio0.832.0141%
Fund Existence25 years7 years-
Gain YTD8.6063.852223%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.617.01194%
Returns for 3 years49.3836.10137%
Returns for 5 years56.2543.54129%
Returns for 10 years107.27N/A-
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