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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets2.17B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. VKSCX (2.17B). PMBMX pays higher dividends than VKSCX: PMBMX (0.02) vs VKSCX (0.00). PMBMX was incepted earlier than VKSCX: PMBMX (25 years) vs VKSCX (7 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 : 11.28 vs. VKSCX (4.66). PMBMX return over 5 years is better than : 55.81 vs. VKSCX (46.50).
| 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 | 7 years | - |
| Gain YTD | 3.305 | -1.583 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 2.17B | 1,427% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 11.28 | 4.66 | 242% |
| Returns for 3 years | 43.72 | 31.15 | 140% |
| Returns for 5 years | 55.81 | 46.50 | 120% |
| Returns for 10 years | 89.71 | N/A | - |
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