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PMBJX vs VIMCX
PMBJX vs VIMCX Comparison
Open Charts PMBJX vs VIMCX
Virtus KAR Mid-Cap Core I
Price$59.13
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets2.71B
PMBJX vs VIMCX Comparison Chart
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PMBJX vs. VIMCX commentary
Jun 16, 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 StrongBuy and VIMCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. VIMCX (2.71B). 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 : 10.12 vs. VIMCX (3.25). VIMCX return over 5 years is better than : 58.65 vs. PMBJX (53.13).
| 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 | 1.960 | -0.639 | -307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 2.71B | 1,129% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 10.12 | 3.25 | 311% |
| Returns for 3 years | 48.96 | 35.25 | 139% |
| Returns for 5 years | 53.13 | 58.65 | 91% |
| Returns for 10 years | 88.94 | 156.20 | 57% |
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