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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$19.09
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets2.24B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Jul 22, 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.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.4B vs. VKSCX (2.24B). 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 : 12.13 vs. VKSCX (5.70). PMBMX return over 5 years is better than : 47.96 vs. VKSCX (38.01).
| 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 | 6.536 | 1.741 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 2.24B | 1,450% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 12.13 | 5.70 | 213% |
| Returns for 3 years | 42.86 | 31.69 | 135% |
| Returns for 5 years | 47.96 | 38.01 | 126% |
| Returns for 10 years | 93.98 | N/A | - |
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