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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.16
Change+$0.29 (+1.46%)
VolumeN/A
Net Assets2.18B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX vs. VKSAX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. VKSAX (2.18B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (25 years) vs VKSAX (8 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 : 8.91 vs. VKSAX (3.44). PMBMX return over 5 years is better than : 44.18 vs. VKSAX (41.37).
| PMBMX | VKSAX | PMBMX / VKSAX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 7.099 | 1.002 | 708% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.18B | 1,518% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.91 | 3.44 | 259% |
| Returns for 3 years | 44.37 | 39.42 | 113% |
| Returns for 5 years | 44.18 | 41.37 | 107% |
| Returns for 10 years | 102.22 | N/A | - |
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