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PMBJX vs VIMCX
PMBJX vs VIMCX Comparison
Open Charts PMBJX vs VIMCX
Virtus KAR Mid-Cap Core I
Price$51.09
Change-$0.90 (-1.73%)
VolumeN/A
Net Assets2.4B
PMBJX vs VIMCX Comparison Chart
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PMBJX vs. VIMCX commentary
Apr 10, 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 PMBJX is a Hold and VIMCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 26.7B vs. VIMCX (2.4B). PMBJX pays higher dividends than VIMCX: PMBJX (0.06) vs VIMCX (0.00). PMBJX was incepted earlier than VIMCX: PMBJX (24 years) vs VIMCX (16 years). VIMCX (1.03) is less costly to investors than PMBJX (0.82). VIMCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VIMCX: PMBJX (1000) vs VIMCX (100000). PMBJX annual gain was more profitable for investors over the last year : -3.66 vs. VIMCX (-11.28). VIMCX (56.13) and PMBJX (53.94) have equivalent 5 years return.
| PMBJX | VIMCX | PMBJX / VIMCX | |
| Total Expense Ratio | 0.82 | 0.95 | 86% |
| Annual Report Gross Expense Ratio | 0.82 | 1.03 | 80% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -9.336 | -12.637 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7B | 2.4B | 1,113% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -3.66 | -11.28 | 32% |
| Returns for 3 years | 9.44 | 0.23 | 4,079% |
| Returns for 5 years | 53.94 | 56.13 | 96% |
| Returns for 10 years | 65.76 | 122.27 | 54% |
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