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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.83
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets2.15B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX vs. VKSAX commentary
Sep 26, 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 Hold and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. VKSAX (2.15B). 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 : 2.92 vs. VKSAX (-2.54). PMBMX return over 5 years is better than : 45.10 vs. VKSAX (40.45).
| 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 | 5.190 | -0.150 | -3,453% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 2.15B | 1,538% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 2.92 | -2.54 | -115% |
| Returns for 3 years | 53.66 | 47.30 | 113% |
| Returns for 5 years | 45.10 | 40.45 | 112% |
| Returns for 10 years | 111.20 | N/A | - |
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