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PMBJX vs VKSRX
PMBJX vs VKSRX Comparison
Open Charts PMBJX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.40
Change-$0.27 (-1.31%)
VolumeN/A
Net Assets2.2B
PMBJX vs VKSRX Comparison Chart
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PMBJX vs. VKSRX commentary
Mar 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 Hold and VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B vs. VKSRX (2.2B). PMBJX (0.00) and VKSRX (0.00) have matching dividends . PMBJX was incepted earlier than VKSRX: PMBJX (24 years) vs VKSRX (7 years). VKSRX is a more actively managed with annual turnover of: 18.00 vs. PMBJX (10.10). PMBJX has a lower initial minimum investment than VKSRX: PMBJX (1000) vs VKSRX (2500000). PMBJX annual gain was more profitable for investors over the last year : 12.17 vs. VKSRX (4.98). VKSRX return over 5 years is better than : 59.54 vs. PMBJX (45.68).
| PMBJX | VKSRX | PMBJX / VKSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 3.921 | 1.324 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.2B | 1,370% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.17 | 4.98 | 245% |
| Returns for 3 years | 30.21 | 21.45 | 141% |
| Returns for 5 years | 45.68 | 59.54 | 77% |
| Returns for 10 years | 94.85 | N/A | - |
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