Interact to see
Advertisement
Advertisement
PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.05
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets1.85B
PMBCX vs VKSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBCX vs. VKSRX commentary
Nov 20, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. VKSRX (1.85B). PMBCX (0.00) and VKSRX (0.00) have matching dividends . PMBCX was incepted earlier than VKSRX: PMBCX (19 years) vs VKSRX (8 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 : -7.81 vs. VKSRX (-9.21). VKSRX return over 5 years is better than : 21.50 vs. PMBCX (16.97).
| 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 | 8 years | - |
| Gain YTD | -1.396 | -6.225 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8B | 1.85B | 1,669% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.81 | -9.21 | 85% |
| Returns for 3 years | 26.92 | 21.61 | 125% |
| Returns for 5 years | 16.97 | 21.50 | 79% |
| Returns for 10 years | 65.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement