PMBPX
Price
$41.98
Change
-$0.21 (-0.50%)
Updated
Dec 12 closing price
Net Assets
30.94B
VKSCX
Price
$18.27
Change
-$0.16 (-0.87%)
Updated
Dec 12 closing price
Net Assets
1.81B
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PMBPX vs VKSCX

Header iconPMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCXBanner chart's image
Principal MidCap R5
Price$41.98
Change-$0.21 (-0.50%)
VolumeN/A
Net Assets30.94B
Virtus KAR Small-Mid Cap Core C
Price$18.27
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets1.81B
PMBPX vs VKSCX Comparison Chart in %
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PMBPX vs. VKSCX commentary
Dec 14, 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 Hold and VKSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. VKSCX (1.81B). 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). VKSCX annual gain was more profitable for investors over the last year : -8.35 vs. PMBPX (-10.82). PMBPX return over 5 years is better than : 22.09 vs. VKSCX (17.46).
PMBPXVKSCXPMBPX / VKSCX
Total Expense Ratio0.832.0141%
Annual Report Gross Expense Ratio0.832.0141%
Fund Existence25 years8 years-
Gain YTD-2.922-2.744106%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B1.81B1,703%
Annual Yield % from dividends0.010.00-
Returns for 1 year-10.82-8.35129%
Returns for 3 years29.3523.69124%
Returns for 5 years22.0917.46126%
Returns for 10 years96.41N/A-
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