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PMBCX vs VKSCX
PMBCX vs VKSCX Comparison
Open Charts PMBCX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$19.17
Change+$0.31 (+1.64%)
VolumeN/A
Net Assets2.18B
PMBCX vs VKSCX Comparison Chart in %
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PMBCX vs. VKSCX commentary
Aug 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 PMBCX is a Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.2B vs. VKSCX (2.18B). PMBCX (0.00) and VKSCX (0.00) have matching dividends . PMBCX was incepted earlier than VKSCX: PMBCX (19 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 : 9.74 vs. VKSCX (5.25). PMBCX return over 5 years is better than : 32.81 vs. VKSCX (30.88).
| PMBCX | VKSCX | PMBCX / VKSCX | |
| Total Expense Ratio | 1.75 | 2.01 | 87% |
| Annual Report Gross Expense Ratio | 1.75 | 2.01 | 87% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 4.359 | -0.475 | -918% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.2B | 2.18B | 1,478% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.74 | 5.25 | 186% |
| Returns for 3 years | 24.63 | 20.51 | 120% |
| Returns for 5 years | 32.81 | 30.88 | 106% |
| Returns for 10 years | 68.26 | N/A | - |
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