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PMBCX vs VKSAX
PMBCX vs VKSAX Comparison
Open Charts PMBCX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.43
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets2.11B
PMBCX vs VKSAX Comparison Chart
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PMBCX vs. VKSAX commentary
May 09, 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 PMBCX is a Buy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.2B vs. VKSAX (2.11B). PMBCX (0.00) and VKSAX (0.00) have matching dividends . PMBCX was incepted earlier than VKSAX: PMBCX (18 years) vs VKSAX (7 years). PMBCX (1.75) is less costly to investors than VKSAX (1.25). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBCX has a lower initial minimum investment than VKSAX: PMBCX (1000) vs VKSAX (2500). PMBCX annual gain was more profitable for investors over the last year : 7.28 vs. VKSAX (1.74). VKSAX return over 5 years is better than : 59.39 vs. PMBCX (52.31).
| PMBCX | VKSAX | PMBCX / VKSAX | |
| Total Expense Ratio | 1.75 | 1.25 | 140% |
| Annual Report Gross Expense Ratio | 1.75 | 1.25 | 140% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 0.712 | -3.457 | -21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.11B | 1,434% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.28 | 1.74 | 418% |
| Returns for 3 years | 35.08 | 29.68 | 118% |
| Returns for 5 years | 52.31 | 59.39 | 88% |
| Returns for 10 years | 64.11 | N/A | - |
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