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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.92
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets2.12B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. VKSCX (2.12B). 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 : 2.08 vs. VKSCX (-4.29). PMBMX return over 5 years is better than : 35.50 vs. VKSCX (26.55).
| 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 | 4.431 | -1.161 | -382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 2.12B | 1,554% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 2.08 | -4.29 | -48% |
| Returns for 3 years | 51.47 | 39.78 | 129% |
| Returns for 5 years | 35.50 | 26.55 | 134% |
| Returns for 10 years | 98.00 | N/A | - |
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