PMBPX
Price
$46.93
Change
+$0.42 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.36B
VKSCX
Price
$19.20
Change
+$0.11 (+0.58%)
Updated
Sep 8 closing price
Net Assets
2.18B
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PMBPX vs VKSCX

Header iconPMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCXBanner chart's image
Principal MidCap R5
Price$46.93
Change+$0.42 (+0.90%)
VolumeN/A
Net Assets33.36B
Virtus KAR Small-Mid Cap Core C
Price$19.20
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets2.18B
PMBPX vs VKSCX Comparison Chart in %
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PMBPX vs. VKSCX commentary
Sep 09, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.4B vs. VKSCX (2.19B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (25 years) vs VKSCX (8 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 : 11.24 vs. VKSCX (4.80). PMBPX return over 5 years is better than : 49.52 vs. VKSCX (37.63).
PMBPXVKSCXPMBPX / VKSCX
Total Expense Ratio0.832.0141%
Annual Report Gross Expense Ratio0.832.0141%
Fund Existence25 years8 years-
Gain YTD7.9841.319605%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B2.19B1,529%
Annual Yield % from dividends0.010.00-
Returns for 1 year11.244.80234%
Returns for 3 years41.3231.15133%
Returns for 5 years49.5237.63132%
Returns for 10 years115.58N/A-
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