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PMBPX vs VIMCX
PMBPX vs VIMCX Comparison
Open Charts PMBPX vs VIMCX
Virtus KAR Mid-Cap Core I
Price$54.71
Change+$0.15 (+0.27%)
VolumeN/A
Net Assets2.52B
PMBPX vs VIMCX Comparison Chart
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PMBPX vs. VIMCX commentary
Apr 19, 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 PMBPX is a Buy and VIMCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.4B vs. VIMCX (2.52B). PMBPX pays higher dividends than VIMCX: PMBPX (0.01) vs VIMCX (0.00). PMBPX was incepted earlier than VIMCX: PMBPX (24 years) vs VIMCX (16 years). VIMCX (1.03) is less costly to investors than PMBPX (0.83). VIMCX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VIMCX: PMBPX (0) vs VIMCX (100000). PMBPX annual gain was more profitable for investors over the last year : 7.10 vs. VIMCX (-2.22). VIMCX (62.59) and PMBPX (61.51) have equivalent 5 years return.
| PMBPX | VIMCX | PMBPX / VIMCX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 1.03 | 81% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.464 | -8.066 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 2.52B | 1,129% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.10 | -2.22 | -320% |
| Returns for 3 years | 18.81 | 7.17 | 262% |
| Returns for 5 years | 61.51 | 62.59 | 98% |
| Returns for 10 years | 79.35 | 135.31 | 59% |