PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSRX
Price
$20.82
Change
+$0.10 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBPX vs VKSRX

Header iconPMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Virtus KAR Small-Mid Cap Core R6
Price$20.82
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets2.24B
PMBPX vs VKSRX Comparison Chart in %
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PMBPX vs. VKSRX commentary
Jul 07, 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 VKSRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VKSRX (2.24B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (25 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBPX has a lower initial minimum investment than VKSRX: PMBPX (0) vs VKSRX (2500000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. VKSRX (8.49). PMBPX return over 5 years is better than : 59.60 vs. VKSRX (53.82).
PMBPXVKSRXPMBPX / VKSRX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence25 years7 years-
Gain YTD7.0412.059342%
Front LoadN/AN/A-
Min. Initial Investment02500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.418.49181%
Returns for 3 years52.3942.60123%
Returns for 5 years59.6053.82111%
Returns for 10 years104.46N/A-
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