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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$18.36
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets1.99B
PMBMX vs VKSAX Comparison Chart
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PMBMX vs. VKSAX commentary
Apr 18, 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: 28.2B vs. VKSAX (1.99B). 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 (1.15). 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 : 6.17 vs. VKSAX (0.11). VKSAX return over 5 years is better than : 64.33 vs. PMBMX (57.01).
| PMBMX | VKSAX | PMBMX / VKSAX | |
| Total Expense Ratio | 1.15 | 1.25 | 92% |
| Annual Report Gross Expense Ratio | 1.15 | 1.25 | 92% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -4.896 | -7.214 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.99B | 1,416% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 6.17 | 0.11 | 5,709% |
| Returns for 3 years | 16.69 | 10.30 | 162% |
| Returns for 5 years | 57.01 | 64.33 | 89% |
| Returns for 10 years | 70.21 | N/A | - |
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