Interact to see
Advertisement
Advertisement
PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.40
Change-$0.28 (-1.42%)
VolumeN/A
Net Assets2.13B
PMBMX vs VKSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMBMX vs. VKSAX 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 PMBMX is a Hold and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. VKSAX (2.13B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (25 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 : 9.71 vs. VKSAX (2.48). PMBMX (50.58) and VKSAX (50.50) 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 | 25 years | 7 years | - |
| Gain YTD | 1.787 | -2.806 | -64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 2.13B | 1,434% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 9.71 | 2.48 | 391% |
| Returns for 3 years | 47.38 | 38.28 | 124% |
| Returns for 5 years | 50.58 | 50.50 | 100% |
| Returns for 10 years | 83.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AOD | 8.66 | -0.01 | -0.12% |
| abrdn Total Dynamic Dividend Fund | |||
| EMB | 90.91 | -0.58 | -0.63% |
| iShares JP Morgan USD Em Mkts Bd ETF | |||
| TEQI | 41.80 | -0.45 | -1.07% |
| T. Rowe Price Equity Income ETF | |||
| FLEE | 33.93 | -0.55 | -1.59% |
| Franklin FTSE Europe ETF | |||
| FTXR | 30.86 | -0.56 | -1.78% |
| First Trust Nasdaq Transportation ETF | |||