PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
VKSCX
Price
$17.63
Change
-$0.92 (-4.96%)
Updated
Apr 3 closing price
Net Assets
2.13B
Ad is loading...

PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
Virtus KAR Small-Mid Cap Core C
Price$17.63
Change-$0.92 (-4.96%)
VolumeN/A
Net Assets2.13B
PMBJX vs VKSCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PMBJX vs. VKSCX commentary
Apr 04, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VKSCX (2.13B). 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 : 7.38 vs. VKSCX (0.16). PMBJX return over 5 years is better than : 101.69 vs. VKSCX (92.23).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.822.0141%
Annual Report Gross Expense Ratio0.822.0141%
Fund Existence24 years7 years-
Gain YTD1.054-2.111-50%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B2.13B1,398%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.380.164,554%
Returns for 3 years19.169.83195%
Returns for 5 years101.6992.23110%
Returns for 10 years85.58N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FIDI21.37-0.21
-0.98%
Fidelity International High Div ETF
FLGR28.97-0.49
-1.68%
Franklin FTSE Germany ETF
EMXC54.27-1.26
-2.27%
iShares MSCI Emerging Mkts ex China ETF
AOD8.22-0.21
-2.49%
abrdn Total Dynamic Dividend Fund
SIZE139.98-6.94
-4.72%
iShares MSCI USA Size Factor ETF