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PMBMX vs VMCCX
PMBMX vs VMCCX Comparison
Open Charts PMBMX vs VMCCX
Virtus KAR Mid-Cap Core C
Price$50.54
Change+$0.70 (+1.40%)
VolumeN/A
Net Assets2.67B
PMBMX vs VMCCX Comparison Chart
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PMBMX vs. VMCCX commentary
May 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 Buy and VMCCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.2B vs. VMCCX (2.67B). PMBMX pays higher dividends than VMCCX: PMBMX (0.02) vs VMCCX (0.00). PMBMX was incepted earlier than VMCCX: PMBMX (24 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBMX (1.14). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VMCCX: PMBMX (0) vs VMCCX (2500). PMBMX annual gain was more profitable for investors over the last year : 8.41 vs. VMCCX (0.16). PMBMX return over 5 years is better than : 60.68 vs. VMCCX (55.85).
| PMBMX | VMCCX | PMBMX / VMCCX | |
| Total Expense Ratio | 1.14 | 1.95 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.906 | -2.523 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.67B | 1,132% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.41 | 0.16 | 5,233% |
| Returns for 3 years | 39.38 | 22.52 | 175% |
| Returns for 5 years | 60.68 | 55.85 | 109% |
| Returns for 10 years | 81.87 | 125.72 | 65% |
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