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PMBMX vs VKSCX
PMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$18.78
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.78B
PMBMX vs VKSCX Comparison Chart in %
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PMBMX vs. VKSCX commentary
Jan 15, 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: 31.3B vs. VKSCX (1.78B). 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). 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 : -1.52 vs. PMBMX (-1.87). PMBMX return over 5 years is better than : 18.10 vs. VKSCX (10.93).
| 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 | 2.446 | 5.034 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 1.78B | 1,759% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.87 | -1.52 | 123% |
| Returns for 3 years | 29.34 | 22.11 | 133% |
| Returns for 5 years | 18.10 | 10.93 | 166% |
| Returns for 10 years | 119.04 | N/A | - |
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