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PMBCX vs VKSIX
PMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$19.11
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets2.02B
PMBCX vs VKSIX Comparison Chart
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PMBCX vs. VKSIX commentary
Apr 25, 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 28.9B vs. VKSIX (2.02B). PMBCX (0.00) and VKSIX (0.00) have matching dividends . PMBCX was incepted earlier than VKSIX: PMBCX (18 years) vs VKSIX (7 years). PMBCX (1.78) 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 : 5.11 vs. VKSIX (-0.37). VKSIX return over 5 years is better than : 67.78 vs. PMBCX (55.40).
| PMBCX | VKSIX | PMBCX / VKSIX | |
| Total Expense Ratio | 1.78 | 0.99 | 180% |
| Annual Report Gross Expense Ratio | 1.78 | 0.99 | 180% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | -3.305 | -7.192 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 2.02B | 1,429% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.11 | -0.37 | -1,380% |
| Returns for 3 years | 16.31 | 12.81 | 127% |
| Returns for 5 years | 55.40 | 67.78 | 82% |
| Returns for 10 years | 56.91 | N/A | - |
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