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PMBJX vs VKSIX
PMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$18.93
Change-$0.99 (-4.97%)
VolumeN/A
Net Assets2.13B
PMBJX vs VKSIX Comparison Chart
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PMBJX vs. VKSIX commentary
Apr 04, 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 VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B 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 (0.82). 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 : 7.38 vs. VKSIX (1.22). VKSIX (102.46) and PMBJX (101.69) have equivalent 5 years return.
| PMBJX | VKSIX | PMBJX / VKSIX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 0.82 | 0.99 | 83% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.054 | -1.872 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 7.38 | 1.22 | 605% |
| Returns for 3 years | 19.16 | 13.31 | 144% |
| Returns for 5 years | 101.69 | 102.46 | 99% |
| Returns for 10 years | 85.58 | N/A | - |
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