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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.21
Change+$0.28 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBCX vs VKSRX Comparison Chart
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PMBCX vs. VKSRX 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 28.9B vs. VKSRX (2.02B). PMBCX (0.00) and VKSRX (0.00) have matching dividends . PMBCX was incepted earlier than VKSRX: PMBCX (18 years) vs VKSRX (7 years). PMBCX (1.78) 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 : 5.11 vs. VKSRX (-0.26). VKSRX return over 5 years is better than : 68.32 vs. PMBCX (55.40).
| PMBCX | VKSRX | PMBCX / VKSRX | |
| Total Expense Ratio | 1.78 | 0.90 | 198% |
| Annual Report Gross Expense Ratio | 1.78 | 0.90 | 198% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | -3.305 | -7.206 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| 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 | -0.26 | -1,940% |
| Returns for 3 years | 16.31 | 13.08 | 125% |
| Returns for 5 years | 55.40 | 68.32 | 81% |
| Returns for 10 years | 56.91 | N/A | - |
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