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PMBPX vs VKSCX
PMBPX vs VKSCX Comparison
Open Charts PMBPX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets2.17B
PMBPX vs VKSCX Comparison Chart in %
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PMBPX 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 PMBPX is a Buy and VKSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. VKSCX (2.17B). PMBPX pays higher dividends than VKSCX: PMBPX (0.01) vs VKSCX (0.00). PMBPX was incepted earlier than VKSCX: PMBPX (25 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PMBPX (0.83). 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 : 11.82 vs. VKSCX (4.66). PMBPX return over 5 years is better than : 59.73 vs. VKSCX (46.50).
| PMBPX | VKSCX | PMBPX / VKSCX | |
| Total Expense Ratio | 0.83 | 2.01 | 41% |
| Annual Report Gross Expense Ratio | 0.83 | 2.01 | 41% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 3.451 | -1.583 | -218% |
| 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 | 0.01 | 0.00 | - |
| Returns for 1 year | 11.82 | 4.66 | 254% |
| Returns for 3 years | 45.75 | 31.15 | 147% |
| Returns for 5 years | 59.73 | 46.50 | 128% |
| Returns for 10 years | 99.17 | N/A | - |
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