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PMBJX vs VKSIX
PMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.56
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.2B
PMBJX vs VKSIX Comparison Chart in %
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PMBJX vs. VKSIX commentary
Aug 17, 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: 32.5B vs. VKSIX (2.2B). 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 : 8.97 vs. VKSIX (4.10). PMBJX return over 5 years is better than : 44.05 vs. VKSIX (39.59).
| 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 | 5.832 | 1.281 | 455% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.2B | 1,475% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 8.97 | 4.10 | 219% |
| Returns for 3 years | 30.25 | 25.21 | 120% |
| Returns for 5 years | 44.05 | 39.59 | 111% |
| Returns for 10 years | 92.90 | N/A | - |
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