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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.27
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets1.81B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Dec 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 PMBMX is a Hold and VKSCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VKSCX (1.81B). PMBMX pays higher dividends than VKSCX: PMBMX (0.02) vs VKSCX (0.00). PMBMX was incepted earlier than VKSCX: PMBMX (25 years) vs VKSCX (8 years). VKSCX (2.01) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PMBMX has a lower initial minimum investment than VKSCX: PMBMX (0) vs VKSCX (2500). VKSCX annual gain was more profitable for investors over the last year : -8.35 vs. PMBMX (-11.67). PMBMX return over 5 years is better than : 18.62 vs. VKSCX (17.46).
| PMBMX | VKSCX | PMBMX / VKSCX | |
| Total Expense Ratio | 1.14 | 2.01 | 57% |
| Annual Report Gross Expense Ratio | 1.14 | 2.01 | 57% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -3.647 | -2.744 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 1.81B | 1,643% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -11.67 | -8.35 | 140% |
| Returns for 3 years | 26.96 | 23.69 | 114% |
| Returns for 5 years | 18.62 | 17.46 | 107% |
| Returns for 10 years | 86.14 | N/A | - |
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