PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
VKSCX
Price
$19.24
Change
+$0.09 (+0.47%)
Updated
Jul 3 closing price
Net Assets
2.24B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Virtus KAR Small-Mid Cap Core C
Price$19.24
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets2.24B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Jul 07, 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: 32.3B vs. VKSCX (2.24B). 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 : 15.26 vs. VKSCX (7.25). PMBJX return over 5 years is better than : 58.39 vs. VKSCX (45.54).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.782.0139%
Annual Report Gross Expense Ratio0.782.0139%
Fund Existence24 years7 years-
Gain YTD7.0571.530461%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.24B1,444%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.267.25211%
Returns for 3 years51.7937.92137%
Returns for 5 years58.3945.54128%
Returns for 10 years100.46N/A-
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