PMBJX
Price
$40.78
Change
-$0.19 (-0.46%)
Updated
Nov 24 closing price
Net Assets
31.1B
VKSCX
Price
$17.79
Change
+$0.01 (+0.06%)
Updated
Nov 24 closing price
Net Assets
1.85B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$40.78
Change-$0.19 (-0.46%)
VolumeN/A
Net Assets31.1B
Virtus KAR Small-Mid Cap Core C
Price$17.79
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.85B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Nov 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 Hold and VKSCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. VKSCX (1.85B). 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 : -8.58 vs. VKSCX (-12.46). PMBJX return over 5 years is better than : 24.91 vs. VKSCX (15.76).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.782.0139%
Annual Report Gross Expense Ratio0.782.0139%
Fund Existence25 years8 years-
Gain YTD0.392-6.174-6%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B1.85B1,683%
Annual Yield % from dividends0.060.00-
Returns for 1 year-8.58-12.4669%
Returns for 3 years30.9716.74185%
Returns for 5 years24.9115.76158%
Returns for 10 years90.14N/A-
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