Interact to see
Advertisement
Advertisement
PMBCX vs VKSIX
PMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.15B
PMBCX vs VKSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMBCX vs. VKSIX commentary
May 24, 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 Hold and VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.5B vs. VKSIX (2.15B). PMBCX (0.00) and VKSIX (0.00) have matching dividends . PMBCX was incepted earlier than VKSIX: PMBCX (18 years) vs VKSIX (7 years). PMBCX (1.75) is less costly to investors than VKSIX (0.99). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBCX has a lower initial minimum investment than VKSIX: PMBCX (1000) vs VKSIX (100000). PMBCX annual gain was more profitable for investors over the last year : 6.26 vs. VKSIX (3.24). VKSIX return over 5 years is better than : 62.08 vs. PMBCX (50.72).
| PMBCX | VKSIX | PMBCX / VKSIX | |
| Total Expense Ratio | 1.75 | 0.99 | 177% |
| Annual Report Gross Expense Ratio | 1.75 | 0.99 | 177% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 1.510 | -1.084 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 2.15B | 1,417% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.26 | 3.24 | 193% |
| Returns for 3 years | 34.81 | 32.80 | 106% |
| Returns for 5 years | 50.72 | 62.08 | 82% |
| Returns for 10 years | 63.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers