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PMBJX vs VIMCX
PMBJX vs VIMCX Comparison
Open Charts PMBJX vs VIMCX
Virtus KAR Mid-Cap Core I
Price$54.71
Change+$0.15 (+0.27%)
VolumeN/A
Net Assets2.52B
PMBJX vs VIMCX Comparison Chart
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PMBJX vs. VIMCX commentary
Apr 19, 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 PMBJX is a Buy and VIMCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.4B vs. VIMCX (2.52B). PMBJX pays higher dividends than VIMCX: PMBJX (0.06) vs VIMCX (0.00). PMBJX was incepted earlier than VIMCX: PMBJX (24 years) vs VIMCX (16 years). VIMCX (1.03) is less costly to investors than PMBJX (0.78). VIMCX is a more actively managed with annual turnover of: 17.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VIMCX: PMBJX (1000) vs VIMCX (100000). PMBJX annual gain was more profitable for investors over the last year : 7.00 vs. VIMCX (-2.22). VIMCX (62.59) and PMBJX (60.33) have equivalent 5 years return.
| PMBJX | VIMCX | PMBJX / VIMCX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 1.03 | 76% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.435 | -8.066 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 2.52B | 1,129% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 7.00 | -2.22 | -316% |
| Returns for 3 years | 18.40 | 7.17 | 257% |
| Returns for 5 years | 60.33 | 62.59 | 96% |
| Returns for 10 years | 75.90 | 135.31 | 56% |