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PMBCX vs VKSAX
PMBCX vs VKSAX Comparison
Open Charts PMBCX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.16
Change+$0.29 (+1.46%)
VolumeN/A
Net Assets2.18B
PMBCX vs VKSAX Comparison Chart in %
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PMBCX vs. VKSAX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33.1B vs. VKSAX (2.18B). PMBCX (0.00) and VKSAX (0.00) have matching dividends . PMBCX was incepted earlier than VKSAX: PMBCX (19 years) vs VKSAX (8 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 : 7.77 vs. VKSAX (3.44). VKSAX return over 5 years is better than : 41.37 vs. PMBCX (36.68).
| PMBCX | VKSAX | PMBCX / VKSAX | |
| Total Expense Ratio | 1.75 | 1.25 | 140% |
| Annual Report Gross Expense Ratio | 1.75 | 1.25 | 140% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 6.695 | 1.002 | 668% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.18B | 1,518% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.77 | 3.44 | 226% |
| Returns for 3 years | 39.95 | 39.42 | 101% |
| Returns for 5 years | 36.68 | 41.37 | 89% |
| Returns for 10 years | 82.33 | N/A | - |
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