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PMBMX vs VMCCX
PMBMX vs VMCCX Comparison
Open Charts PMBMX vs VMCCX
Virtus KAR Mid-Cap Core C
Price$50.58
Change-$0.84 (-1.63%)
VolumeN/A
Net Assets2.76B
PMBMX vs VMCCX Comparison Chart
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PMBMX vs. VMCCX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31B vs. VMCCX (2.76B). PMBMX pays higher dividends than VMCCX: PMBMX (0.02) vs VMCCX (0.00). PMBMX was incepted earlier than VMCCX: PMBMX (25 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 : 11.39 vs. VMCCX (2.53). PMBMX (52.90) and VMCCX (52.40) have equivalent 5 years return.
| PMBMX | VMCCX | PMBMX / VMCCX | |
| Total Expense Ratio | 1.14 | 1.95 | 58% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 3.354 | 0.567 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31B | 2.76B | 1,125% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 11.39 | 2.53 | 450% |
| Returns for 3 years | 49.64 | 32.90 | 151% |
| Returns for 5 years | 52.90 | 52.40 | 101% |
| Returns for 10 years | 86.36 | 133.73 | 65% |
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