PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VKSCX
Price
$17.79
Change
+$0.26 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.02B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Virtus KAR Small-Mid Cap Core C
Price$17.79
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBJX vs VKSCX Comparison Chart
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PMBJX vs. VKSCX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. VKSCX (2.02B). PMBJX pays higher dividends than VKSCX: PMBJX (0.06) vs VKSCX (0.00). PMBJX was incepted earlier than VKSCX: PMBJX (24 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBJX (0.82). 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 : 6.61 vs. VKSCX (-1.41). PMBJX return over 5 years is better than : 66.71 vs. VKSCX (59.22).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.822.0141%
Annual Report Gross Expense Ratio0.822.0141%
Fund Existence24 years7 years-
Gain YTD-3.038-7.49341%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B2.02B1,429%
Annual Yield % from dividends0.060.00-
Returns for 1 year6.61-1.41-470%
Returns for 3 years21.279.36227%
Returns for 5 years66.7159.22113%
Returns for 10 years79.11N/A-
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