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PMBJX vs VKSIX
PMBJX vs VKSIX Comparison
Open Charts PMBJX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.15B
PMBJX vs VKSIX Comparison Chart
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PMBJX vs. VKSIX commentary
May 24, 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: 30.5B vs. VKSIX (2.15B). 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 : 7.81 vs. VKSIX (3.24). VKSIX (62.08) and PMBJX (61.76) 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 | 1.887 | -1.084 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 2.15B | 1,417% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 7.81 | 3.24 | 241% |
| Returns for 3 years | 40.61 | 32.80 | 124% |
| Returns for 5 years | 61.76 | 62.08 | 99% |
| Returns for 10 years | 86.28 | N/A | - |
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