PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSIX
Price
$21.20
Change
+$0.16 (+0.76%)
Updated
Jul 25 closing price
Net Assets
2.28B
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PMBPX vs VKSIX

Header iconPMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIXBanner 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 I
Price$21.20
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets2.28B
PMBPX vs VKSIX Comparison Chart in %
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PMBPX vs. VKSIX commentary
Jul 28, 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 VKSIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. VKSIX (2.28B). PMBPX pays higher dividends than VKSIX: PMBPX (0.01) vs VKSIX (0.00). PMBPX was incepted earlier than VKSIX: PMBPX (25 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBPX has a lower initial minimum investment than VKSIX: PMBPX (0) vs VKSIX (100000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. VKSIX (8.16). PMBPX return over 5 years is better than : 56.25 vs. VKSIX (51.12).
PMBPXVKSIXPMBPX / VKSIX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence25 years7 years-
Gain YTD8.6064.434194%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.618.16167%
Returns for 3 years49.3840.40122%
Returns for 5 years56.2551.12110%
Returns for 10 years107.27N/A-
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