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$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets2.17B
PMBJX vs VKSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBJX vs. VKSCX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. VKSCX (2.17B). 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 (0.78). 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 : 11.70 vs. VKSCX (4.66). PMBJX return over 5 years is better than : 58.50 vs. VKSCX (46.50).
| PMBJX | VKSCX | PMBJX / VKSCX | |
| Total Expense Ratio | 0.78 | 2.01 | 39% |
| Annual Report Gross Expense Ratio | 0.78 | 2.01 | 39% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 3.480 | -1.583 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 2.17B | 1,427% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 11.70 | 4.66 | 251% |
| Returns for 3 years | 45.26 | 31.15 | 145% |
| Returns for 5 years | 58.50 | 46.50 | 126% |
| Returns for 10 years | 95.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement