PMBJX
Price
$41.35
Change
-$0.66 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
VKSCX
Price
$18.01
Change
-$0.39 (-2.12%)
Updated
Nov 13 closing price
Net Assets
1.94B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$41.35
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Small-Mid Cap Core C
Price$18.01
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets1.94B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. VKSCX (1.94B). 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 : -4.98 vs. VKSCX (-8.59). PMBJX return over 5 years is better than : 30.46 vs. VKSCX (21.45).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.782.0139%
Annual Report Gross Expense Ratio0.782.0139%
Fund Existence25 years8 years-
Gain YTD2.940-2.902-101%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32B1.94B1,653%
Annual Yield % from dividends0.060.00-
Returns for 1 year-4.98-8.5958%
Returns for 3 years34.3020.58167%
Returns for 5 years30.4621.45142%
Returns for 10 years102.92N/A-
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