PMBMX
Price
$40.68
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
Interact to see
Advertisement

PMBMX vs VKSCX

Header iconPMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCXBanner chart's image
Principal MidCap R3
Price$40.68
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
PMBMX vs VKSCX Comparison Chart in %
View a ticker or compare two or three
VS
PMBMX 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 PMBMX is a Hold and VKSCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.1B vs. VKSCX (1.85B). PMBMX pays higher dividends than VKSCX: PMBMX (0.02) vs VKSCX (0.00). PMBMX was incepted earlier than VKSCX: PMBMX (25 years) vs VKSCX (8 years). VKSCX (2.01) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBMX has a lower initial minimum investment than VKSCX: PMBMX (0) vs VKSCX (2500). PMBMX annual gain was more profitable for investors over the last year : -8.91 vs. VKSCX (-12.46). PMBMX return over 5 years is better than : 22.80 vs. VKSCX (15.76).
PMBMXVKSCXPMBMX / VKSCX
Total Expense Ratio1.142.0157%
Annual Report Gross Expense Ratio1.142.0157%
Fund Existence25 years8 years-
Gain YTD0.049-6.174-1%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B1.85B1,683%
Annual Yield % from dividends0.020.00-
Returns for 1 year-8.91-12.4672%
Returns for 3 years29.5316.74176%
Returns for 5 years22.8015.76145%
Returns for 10 years84.64N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ETHW21.301.68
+8.56%
Bitwise Ethereum ETF
AMOM47.141.71
+3.77%
QRAFT AI-Enhanced US Large Cap Mmntm ETF
FXI39.350.63
+1.63%
iShares China Large-Cap ETF
FLCO21.840.09
+0.41%
Franklin Investment Grade Corporate ETF
BTA9.36N/A
N/A
Blackrock Long-Term Municipal Advantage Trust