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PMBJX vs VKSAX
PMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.83
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets2.15B
PMBJX vs VKSAX Comparison Chart in %
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PMBJX vs. VKSAX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. VKSAX (2.15B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (25 years) vs VKSAX (8 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 : 3.30 vs. VKSAX (-2.54). PMBJX return over 5 years is better than : 47.54 vs. VKSAX (40.45).
| PMBJX | VKSAX | PMBJX / VKSAX | |
| Total Expense Ratio | 0.78 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.78 | 1.25 | 62% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 5.464 | -0.150 | -3,636% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 2.15B | 1,538% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 3.30 | -2.54 | -130% |
| Returns for 3 years | 55.30 | 47.30 | 117% |
| Returns for 5 years | 47.54 | 40.45 | 118% |
| Returns for 10 years | 117.48 | N/A | - |
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