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PMBJX vs VKSRX
PMBJX vs VKSRX Comparison
Open Charts PMBJX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.85
Change-$0.29 (-1.44%)
VolumeN/A
Net Assets2.13B
PMBJX vs VKSRX Comparison Chart
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PMBJX vs. VKSRX 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. VKSRX (2.13B). PMBJX pays higher dividends than VKSRX: PMBJX (0.06) vs VKSRX (0.00). PMBJX was incepted earlier than VKSRX: PMBJX (24 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). 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 : 11.81 vs. VKSRX (2.85). PMBJX (55.48) and VKSRX (53.09) have equivalent 5 years return.
| PMBJX | VKSRX | PMBJX / VKSRX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 3.529 | -2.696 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| 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 | 11.81 | 2.85 | 414% |
| Returns for 3 years | 51.25 | 39.79 | 129% |
| Returns for 5 years | 55.48 | 53.09 | 104% |
| Returns for 10 years | 91.84 | N/A | - |
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