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PMBMX vs VKSIX
PMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.15B
PMBMX vs VKSIX Comparison Chart
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PMBMX vs. VKSIX commentary
May 24, 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.5B vs. VKSIX (2.15B). PMBMX pays higher dividends than VKSIX: PMBMX (0.02) vs VKSIX (0.00). PMBMX was incepted earlier than VKSIX: PMBMX (24 years) vs VKSIX (7 years). PMBMX (1.14) is less costly to investors than VKSIX (0.99). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBMX has a lower initial minimum investment than VKSIX: PMBMX (0) vs VKSIX (100000). PMBMX annual gain was more profitable for investors over the last year : 7.41 vs. VKSIX (3.24). VKSIX return over 5 years is better than : 62.08 vs. PMBMX (59.03).
| PMBMX | VKSIX | PMBMX / VKSIX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 0.99 | 115% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.738 | -1.084 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 2.15B | 1,417% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 7.41 | 3.24 | 229% |
| Returns for 3 years | 39.07 | 32.80 | 119% |
| Returns for 5 years | 59.03 | 62.08 | 95% |
| Returns for 10 years | 80.97 | N/A | - |
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