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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.20
Change-$0.46 (-2.47%)
VolumeN/A
Net Assets1.71B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. VKSCX (1.71B). PMBMX (0.00) and VKSCX (0.00) have matching dividends . 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). VKSCX is a more actively managed with annual turnover of: 15.00 vs. PMBMX (13.70). 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 : -6.71 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. VKSCX (7.06).
| 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 | -2.987 | 1.790 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.71B | 1,722% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.84 | -6.71 | 176% |
| Returns for 3 years | 18.93 | 10.37 | 183% |
| Returns for 5 years | 9.56 | 7.06 | 135% |
| Returns for 10 years | 108.34 | N/A | - |
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