Interact to see
Advertisement
Advertisement
PMBJX vs VKSCX
PMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets2.16B
PMBJX vs VKSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBJX vs. VKSCX commentary
Sep 18, 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 Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VKSCX (2.16B). PMBJX pays higher dividends than VKSCX: PMBJX (0.06) vs VKSCX (0.00). PMBJX was incepted earlier than VKSCX: PMBJX (25 years) vs VKSCX (8 years). VKSCX (2.01) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBJX has a lower initial minimum investment than VKSCX: PMBJX (1000) vs VKSCX (2500). PMBJX annual gain was more profitable for investors over the last year : 5.93 vs. VKSCX (-1.66). PMBJX return over 5 years is better than : 47.44 vs. VKSCX (37.71).
| PMBJX | VKSCX | PMBJX / VKSCX | |
| Total Expense Ratio | 0.78 | 2.01 | 39% |
| Annual Report Gross Expense Ratio | 0.78 | 2.01 | 39% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 6.984 | 0.211 | 3,309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.16B | 1,535% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 5.93 | -1.66 | -358% |
| Returns for 3 years | 47.39 | 36.72 | 129% |
| Returns for 5 years | 47.44 | 37.71 | 126% |
| Returns for 10 years | 110.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement