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PMBPX vs VKSCX
PMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$17.63
Change-$0.92 (-4.96%)
VolumeN/A
Net Assets2.13B
PMBPX vs VKSCX Comparison Chart
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PMBPX vs. VKSCX commentary
Apr 04, 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 PMBPX is a Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. VKSCX (2.13B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (24 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBPX has a lower initial minimum investment than VKSCX: PMBPX (0) vs VKSCX (2500). PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. VKSCX (0.16). PMBPX return over 5 years is better than : 103.21 vs. VKSCX (92.23).
| PMBPX | VKSCX | PMBPX / VKSCX | |
| Total Expense Ratio | 0.84 | 2.01 | 42% |
| Annual Report Gross Expense Ratio | 0.84 | 2.01 | 42% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.035 | -2.111 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.50 | 0.16 | 4,630% |
| Returns for 3 years | 19.59 | 9.83 | 199% |
| Returns for 5 years | 103.21 | 92.23 | 112% |
| Returns for 10 years | 89.27 | N/A | - |
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