PMBPX
Price
$46.51
Change
-$0.14 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
VMCCX
Price
$52.73
Change
+$0.77 (+1.48%)
Updated
Sep 4 closing price
Net Assets
2.74B
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PMBPX vs VMCCX

Header iconPMBPX vs VMCCX Comparison
Open Charts PMBPX vs VMCCXBanner chart's image
Principal MidCap R5
Price$46.51
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets33.05B
Virtus KAR Mid-Cap Core C
Price$52.73
Change+$0.77 (+1.48%)
VolumeN/A
Net Assets2.74B
PMBPX vs VMCCX Comparison Chart in %
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PMBPX vs. VMCCX commentary
Sep 08, 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 VMCCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. VMCCX (2.74B). PMBPX pays higher dividends than VMCCX: PMBPX (0.01) vs VMCCX (0.00). PMBPX was incepted earlier than VMCCX: PMBPX (25 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBPX (0.83). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VMCCX: PMBPX (0) vs VMCCX (2500). PMBPX annual gain was more profitable for investors over the last year : 9.16 vs. VMCCX (3.51). PMBPX return over 5 years is better than : 47.38 vs. VMCCX (42.44).
PMBPXVMCCXPMBPX / VMCCX
Total Expense Ratio0.831.9543%
Annual Report Gross Expense Ratio0.832.0441%
Fund Existence25 years16 years-
Gain YTD7.0183.129224%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.74B1,204%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.163.51261%
Returns for 3 years46.0430.33152%
Returns for 5 years47.3842.44112%
Returns for 10 years111.63157.7271%
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