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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$21.31
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets2.28B
PMBCX vs VKSRX Comparison Chart in %
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PMBCX vs. VKSRX commentary
Jul 27, 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: 33.2B vs. VKSRX (2.28B). 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 : 11.82 vs. VKSRX (8.28). VKSRX return over 5 years is better than : 51.61 vs. PMBCX (44.44).
| 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 | 8.063 | 4.461 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.28B | 1,456% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.82 | 8.28 | 143% |
| Returns for 3 years | 42.75 | 40.75 | 105% |
| Returns for 5 years | 44.44 | 51.61 | 86% |
| Returns for 10 years | 77.99 | N/A | - |
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