Interact to see
Advertisement
Advertisement
PMBMX vs VKSIX
PMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$21.20
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets2.26B
PMBMX vs VKSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBMX vs. VKSIX commentary
Jul 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 Buy and VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. VKSIX (2.27B). PMBMX pays higher dividends than VKSIX: PMBMX (0.02) vs VKSIX (0.00). PMBMX was incepted earlier than VKSIX: PMBMX (25 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 : 12.25 vs. VKSIX (7.35). PMBMX (51.38) and VKSIX (49.98) have equivalent 5 years return.
| PMBMX | VKSIX | PMBMX / VKSIX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 0.99 | 115% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.662 | 3.645 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 2.27B | 1,457% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 12.25 | 7.35 | 167% |
| Returns for 3 years | 46.24 | 39.34 | 118% |
| Returns for 5 years | 51.38 | 49.98 | 103% |
| Returns for 10 years | 96.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement