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PMBJX vs VKSAX
PMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.43
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets2.11B
PMBJX vs VKSAX Comparison Chart
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PMBJX vs. VKSAX commentary
May 09, 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 Buy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. VKSAX (2.11B). 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 : 8.85 vs. VKSAX (1.74). PMBJX return over 5 years is better than : 63.43 vs. VKSAX (59.39).
| 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 | 1.054 | -3.457 | -30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.11B | 1,434% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 8.85 | 1.74 | 508% |
| Returns for 3 years | 40.88 | 29.68 | 138% |
| Returns for 5 years | 63.43 | 59.39 | 107% |
| Returns for 10 years | 87.34 | N/A | - |
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