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PMBCX vs VMCCX
PMBCX vs VMCCX Comparison
Open Charts PMBCX vs VMCCX
Virtus KAR Mid-Cap Core C
Price$50.54
Change+$0.70 (+1.40%)
VolumeN/A
Net Assets2.67B
PMBCX vs VMCCX Comparison Chart
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PMBCX vs. VMCCX commentary
May 09, 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 VMCCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.2B vs. VMCCX (2.67B). PMBCX (0.00) and VMCCX (0.00) have matching dividends . PMBCX was incepted earlier than VMCCX: PMBCX (18 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBCX (1.75). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than VMCCX: PMBCX (1000) vs VMCCX (2500). PMBCX annual gain was more profitable for investors over the last year : 7.28 vs. VMCCX (0.16). VMCCX return over 5 years is better than : 55.85 vs. PMBCX (52.31).
| PMBCX | VMCCX | PMBCX / VMCCX | |
| Total Expense Ratio | 1.75 | 1.95 | 90% |
| Annual Report Gross Expense Ratio | 1.75 | 2.04 | 86% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.712 | -2.523 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.67B | 1,132% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.28 | 0.16 | 4,530% |
| Returns for 3 years | 35.08 | 22.52 | 156% |
| Returns for 5 years | 52.31 | 55.85 | 94% |
| Returns for 10 years | 64.11 | 125.72 | 51% |
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