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PMBJX vs VMCCX
PMBJX vs VMCCX Comparison
Open Charts PMBJX vs VMCCX
Virtus KAR Mid-Cap Core C
Price$47.39
Change-$2.51 (-5.03%)
VolumeN/A
Net Assets2.69B
PMBJX vs VMCCX Comparison Chart
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PMBJX vs. VMCCX commentary
Apr 05, 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 VMCCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. VMCCX (2.69B). PMBJX pays higher dividends than VMCCX: PMBJX (0.06) vs VMCCX (0.00). PMBJX was incepted earlier than VMCCX: PMBJX (24 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBJX (0.82). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VMCCX: PMBJX (1000) vs VMCCX (2500). PMBJX annual gain was more profitable for investors over the last year : 7.38 vs. VMCCX (-2.18). PMBJX return over 5 years is better than : 101.69 vs. VMCCX (85.23).
| PMBJX | VMCCX | PMBJX / VMCCX | |
| Total Expense Ratio | 0.82 | 1.95 | 42% |
| Annual Report Gross Expense Ratio | 0.82 | 2.04 | 40% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 1.054 | -2.406 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.69B | 1,109% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 7.38 | -2.18 | -339% |
| Returns for 3 years | 19.16 | 7.06 | 271% |
| Returns for 5 years | 101.69 | 85.23 | 119% |
| Returns for 10 years | 85.58 | 124.37 | 69% |
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