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PMBJX vs VKSAX
PMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.40
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets2.13B
PMBJX vs VKSAX Comparison Chart
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PMBJX vs. VKSAX commentary
Jun 15, 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 PMBJX is a Hold and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. VKSAX (2.13B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (24 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBJX has a lower initial minimum investment than VKSAX: PMBJX (1000) vs VKSAX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. VKSAX (2.48). PMBJX return over 5 years is better than : 53.13 vs. VKSAX (50.50).
| PMBJX | VKSAX | PMBJX / VKSAX | |
| Total Expense Ratio | 0.78 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.78 | 1.25 | 62% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.960 | -2.806 | -70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 2.13B | 1,434% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 10.12 | 2.48 | 407% |
| Returns for 3 years | 48.96 | 38.28 | 128% |
| Returns for 5 years | 53.13 | 50.50 | 105% |
| Returns for 10 years | 88.94 | N/A | - |
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