PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
VKSCX
Price
$18.36
Change
-$0.26 (-1.40%)
Updated
Jun 13 closing price
Net Assets
2.13B
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PMBMX vs VKSCX

Header iconPMBMX vs VKSCX Comparison
Open Charts PMBMX vs VKSCXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Virtus KAR Small-Mid Cap Core C
Price$18.36
Change-$0.26 (-1.40%)
VolumeN/A
Net Assets2.13B
PMBMX vs VKSCX Comparison Chart
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PMBMX vs. VKSCX commentary
Jun 15, 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 StrongBuy and VKSCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. VKSCX (2.13B). PMBMX pays higher dividends than VKSCX: PMBMX (0.02) vs VKSCX (0.00). PMBMX was incepted earlier than VKSCX: PMBMX (25 years) vs VKSCX (7 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 : 9.71 vs. VKSCX (2.80). PMBMX return over 5 years is better than : 50.58 vs. VKSCX (44.91).
PMBMXVKSCXPMBMX / VKSCX
Total Expense Ratio1.142.0157%
Annual Report Gross Expense Ratio1.142.0157%
Fund Existence25 years7 years-
Gain YTD1.787-3.113-57%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B2.13B1,434%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.712.80347%
Returns for 3 years47.3835.20135%
Returns for 5 years50.5844.91113%
Returns for 10 years83.54N/A-
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