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PMBJX vs VKSCX
PMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.73
Change+$0.19 (+1.02%)
VolumeN/A
Net Assets2.04B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Oct 21, 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 VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.9B vs. VKSCX (2.04B). PMBJX pays higher dividends than VKSCX: PMBJX (0.06) vs VKSCX (0.00). PMBJX was incepted earlier than VKSCX: PMBJX (25 years) vs VKSCX (8 years). VKSCX (2.01) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBJX has a lower initial minimum investment than VKSCX: PMBJX (1000) vs VKSCX (2500). PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. VKSCX (-6.93). PMBJX return over 5 years is better than : 34.98 vs. VKSCX (22.78).
| PMBJX | VKSCX | PMBJX / VKSCX | |
| Total Expense Ratio | 0.78 | 2.01 | 39% |
| Annual Report Gross Expense Ratio | 0.78 | 2.01 | 39% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.303 | -2.164 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9B | 2.04B | 1,561% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -3.03 | -6.93 | 44% |
| Returns for 3 years | 48.67 | 35.82 | 136% |
| Returns for 5 years | 34.98 | 22.78 | 154% |
| Returns for 10 years | 98.61 | N/A | - |
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