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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets2.16B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Sep 18, 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 Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. VKSCX (2.16B). 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 : 5.52 vs. VKSCX (-1.66). PMBMX return over 5 years is better than : 44.99 vs. VKSCX (37.71).
| PMBMX | VKSCX | PMBMX / VKSCX | |
| Total Expense Ratio | 1.14 | 2.01 | 57% |
| Annual Report Gross Expense Ratio | 1.14 | 2.01 | 57% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 6.707 | 0.211 | 3,178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.16B | 1,535% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 5.52 | -1.66 | -333% |
| Returns for 3 years | 45.87 | 36.72 | 125% |
| Returns for 5 years | 44.99 | 37.71 | 119% |
| Returns for 10 years | 104.12 | N/A | - |
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