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PMBPX vs VMCCX
PMBPX vs VMCCX Comparison
Open Charts PMBPX vs VMCCX
Virtus KAR Mid-Cap Core C
Price$50.54
Change+$0.70 (+1.40%)
VolumeN/A
Net Assets2.67B
PMBPX vs VMCCX Comparison Chart
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PMBPX 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 PMBPX is a Buy and VMCCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. VMCCX (2.67B). PMBPX pays higher dividends than VMCCX: PMBPX (0.01) vs VMCCX (0.00). PMBPX was incepted earlier than VMCCX: PMBPX (24 years) vs VMCCX (16 years). VMCCX (2.04) is less costly to investors than PMBPX (0.83). VMCCX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VMCCX: PMBPX (0) vs VMCCX (2500). PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. VMCCX (0.16). PMBPX return over 5 years is better than : 64.72 vs. VMCCX (55.85).
| PMBPX | VMCCX | PMBPX / VMCCX | |
| Total Expense Ratio | 0.83 | 1.95 | 43% |
| Annual Report Gross Expense Ratio | 0.83 | 2.04 | 41% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 1.035 | -2.523 | -41% |
| 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 | 0.01 | 0.00 | - |
| Returns for 1 year | 8.97 | 0.16 | 5,577% |
| Returns for 3 years | 41.38 | 22.52 | 184% |
| Returns for 5 years | 64.72 | 55.85 | 116% |
| Returns for 10 years | 90.98 | 125.72 | 72% |
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