PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSCX
Price
$19.68
Change
+$0.14 (+0.72%)
Updated
Jul 25 closing price
Net Assets
2.28B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Virtus KAR Small-Mid Cap Core C
Price$19.68
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets2.28B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Jul 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 PMBJX is a StrongBuy and VKSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VKSCX (2.28B). PMBJX pays higher dividends than VKSCX: PMBJX (0.06) vs VKSCX (0.00). PMBJX was incepted earlier than VKSCX: PMBJX (24 years) vs VKSCX (7 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 : 13.47 vs. VKSCX (7.01). PMBJX return over 5 years is better than : 55.02 vs. VKSCX (43.54).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.782.0139%
Annual Report Gross Expense Ratio0.782.0139%
Fund Existence24 years7 years-
Gain YTD8.6503.852225%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.477.01192%
Returns for 3 years48.8836.10135%
Returns for 5 years55.0243.54126%
Returns for 10 years103.26N/A-
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