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PMBJX vs VKSIX
PMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$19.75
Change-$0.29 (-1.45%)
VolumeN/A
Net Assets2.13B
PMBJX vs VKSIX Comparison Chart
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PMBJX vs. VKSIX 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. VKSIX (2.13B). PMBJX pays higher dividends than VKSIX: PMBJX (0.06) vs VKSIX (0.00). PMBJX was incepted earlier than VKSIX: PMBJX (24 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBJX has a lower initial minimum investment than VKSIX: PMBJX (1000) vs VKSIX (100000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. VKSIX (2.76). PMBJX (53.13) and VKSIX (52.52) have equivalent 5 years return.
| PMBJX | VKSIX | PMBJX / VKSIX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 0.99 | 79% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.960 | -2.709 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | 2.76 | 367% |
| Returns for 3 years | 48.96 | 39.38 | 124% |
| Returns for 5 years | 53.13 | 52.52 | 101% |
| Returns for 10 years | 88.94 | N/A | - |
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