Interact to see
Advertisement
Advertisement
PMBCX vs VKSCX
PMBCX vs VKSCX Comparison
Open Charts PMBCX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets2.17B
PMBCX vs VKSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBCX vs. VKSCX commentary
Jun 27, 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 PMBCX is a Buy and VKSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. VKSCX (2.17B). PMBCX (0.00) and VKSCX (0.00) have matching dividends . PMBCX was incepted earlier than VKSCX: PMBCX (18 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBCX (1.75). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBCX has a lower initial minimum investment than VKSCX: PMBCX (1000) vs VKSCX (2500). PMBCX annual gain was more profitable for investors over the last year : 10.08 vs. VKSCX (4.66). PMBCX (47.71) and VKSCX (46.50) have equivalent 5 years return.
| PMBCX | VKSCX | PMBCX / VKSCX | |
| Total Expense Ratio | 1.75 | 2.01 | 87% |
| Annual Report Gross Expense Ratio | 1.75 | 2.01 | 87% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 3.020 | -1.583 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 2.17B | 1,427% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.08 | 4.66 | 216% |
| Returns for 3 years | 39.29 | 31.15 | 126% |
| Returns for 5 years | 47.71 | 46.50 | 103% |
| Returns for 10 years | 71.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement