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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.67
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.22B
PMBCX vs VKSRX Comparison Chart in %
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PMBCX vs. VKSRX commentary
Aug 17, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. VKSRX (2.22B). PMBCX (0.00) and VKSRX (0.00) have matching dividends . PMBCX was incepted earlier than VKSRX: PMBCX (19 years) vs VKSRX (7 years). PMBCX (1.75) is less costly to investors than VKSRX (0.90). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBCX has a lower initial minimum investment than VKSRX: PMBCX (1000) vs VKSRX (2500000). PMBCX annual gain was more profitable for investors over the last year : 7.39 vs. VKSRX (4.84). VKSRX return over 5 years is better than : 40.90 vs. PMBCX (34.24).
| PMBCX | VKSRX | PMBCX / VKSRX | |
| Total Expense Ratio | 1.75 | 0.90 | 194% |
| Annual Report Gross Expense Ratio | 1.75 | 0.90 | 194% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 5.214 | 1.912 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.22B | 1,467% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.39 | 4.84 | 153% |
| Returns for 3 years | 24.89 | 26.31 | 95% |
| Returns for 5 years | 34.24 | 40.90 | 84% |
| Returns for 10 years | 68.94 | N/A | - |
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