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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.01
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets1.94B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX 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 PMBMX is a Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32B vs. VKSCX (1.94B). 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). PMBMX annual gain was more profitable for investors over the last year : -7.13 vs. VKSCX (-8.59). PMBMX return over 5 years is better than : 26.28 vs. VKSCX (21.45).
| 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 | 1.004 | -2.902 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 1.94B | 1,653% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -7.13 | -8.59 | 83% |
| Returns for 3 years | 33.04 | 20.58 | 161% |
| Returns for 5 years | 26.28 | 21.45 | 123% |
| Returns for 10 years | 91.77 | N/A | - |
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