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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.43
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets2.11B
PMBMX vs VKSAX Comparison Chart
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PMBMX vs. VKSAX commentary
May 09, 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 PMBMX is a Buy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.2B vs. VKSAX (2.11B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (24 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBMX has a lower initial minimum investment than VKSAX: PMBMX (0) vs VKSAX (2500). PMBMX annual gain was more profitable for investors over the last year : 8.41 vs. VKSAX (1.74). PMBMX (60.68) and VKSAX (59.39) have equivalent 5 years return.
| PMBMX | VKSAX | PMBMX / VKSAX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 0.906 | -3.457 | -26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.11B | 1,434% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.41 | 1.74 | 483% |
| Returns for 3 years | 39.38 | 29.68 | 133% |
| Returns for 5 years | 60.68 | 59.39 | 102% |
| Returns for 10 years | 81.87 | N/A | - |
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