PMBJX
Price
$44.08
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.36B
VKSCX
Price
$19.20
Change
+$0.11 (+0.58%)
Updated
Sep 8 closing price
Net Assets
2.18B
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PMBJX vs VKSCX

Header iconPMBJX vs VKSCX Comparison
Open Charts PMBJX vs VKSCXBanner chart's image
Principal MidCap J
Price$44.08
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.36B
Virtus KAR Small-Mid Cap Core C
Price$19.20
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets2.18B
PMBJX vs VKSCX Comparison Chart in %
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PMBJX vs. VKSCX commentary
Sep 09, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.4B vs. VKSCX (2.19B). 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 : 11.10 vs. VKSCX (4.80). PMBJX return over 5 years is better than : 48.36 vs. VKSCX (37.63).
PMBJXVKSCXPMBJX / VKSCX
Total Expense Ratio0.782.0139%
Annual Report Gross Expense Ratio0.782.0139%
Fund Existence25 years8 years-
Gain YTD8.0131.319607%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.4B2.19B1,529%
Annual Yield % from dividends0.060.00-
Returns for 1 year11.104.80231%
Returns for 3 years40.7831.15131%
Returns for 5 years48.3637.63128%
Returns for 10 years111.39N/A-
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