PMBPX
Price
$42.19
Change
-$2.05 (-4.63%)
Updated
Dec 11 closing price
Net Assets
29.83B
VMCCX
Price
$52.07
Change
+$0.61 (+1.19%)
Updated
Dec 11 closing price
Net Assets
2.41B
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PMBPX vs VMCCX

Header iconPMBPX vs VMCCX Comparison
Open Charts PMBPX vs VMCCXBanner chart's image
Principal MidCap R5
Price$42.19
Change-$2.05 (-4.63%)
VolumeN/A
Net Assets29.83B
Virtus KAR Mid-Cap Core C
Price$52.07
Change+$0.61 (+1.19%)
VolumeN/A
Net Assets2.41B
PMBPX vs VMCCX Comparison Chart in %
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PMBPX vs. VMCCX commentary
Dec 13, 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 VMCCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. VMCCX (2.41B). 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). VMCCX annual gain was more profitable for investors over the last year : -3.56 vs. PMBPX (-10.82). VMCCX return over 5 years is better than : 23.51 vs. PMBPX (22.09).
PMBPXVMCCXPMBPX / VMCCX
Total Expense Ratio0.831.9543%
Annual Report Gross Expense Ratio0.832.0441%
Fund Existence25 years16 years-
Gain YTD-2.9221.838-159%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B2.41B1,238%
Annual Yield % from dividends0.010.00-
Returns for 1 year-10.82-3.56304%
Returns for 3 years29.3521.57136%
Returns for 5 years22.0923.5194%
Returns for 10 years96.41149.8664%
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