PMBMX
Price
$40.14
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
VKSCX
Price
$17.79
Change
+$0.26 (+1.48%)
Updated
Apr 24 closing price
Net Assets
2.02B
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PMBMX vs VKSCX

Header iconPMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCXBanner chart's image
Principal MidCap R3
Price$40.14
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Virtus KAR Small-Mid Cap Core C
Price$17.79
Change+$0.26 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBMX vs VKSCX Comparison Chart
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PMBMX vs. VKSCX commentary
Apr 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 Buy and VKSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B vs. VKSCX (2.02B). PMBMX pays higher dividends than VKSCX: PMBMX (0.02) vs VKSCX (0.00). PMBMX was incepted earlier than VKSCX: PMBMX (24 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBMX (1.15). 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 : 6.20 vs. VKSCX (-1.41). PMBMX return over 5 years is better than : 63.91 vs. VKSCX (59.22).
PMBMXVKSCXPMBMX / VKSCX
Total Expense Ratio1.152.0157%
Annual Report Gross Expense Ratio1.152.0157%
Fund Existence24 years7 years-
Gain YTD-3.158-7.49342%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B2.02B1,429%
Annual Yield % from dividends0.020.00-
Returns for 1 year6.20-1.41-441%
Returns for 3 years19.989.36214%
Returns for 5 years63.9159.22108%
Returns for 10 years73.93N/A-
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