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PMBMX vs VKSIX
PMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$19.11
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets2.02B
PMBMX vs VKSIX Comparison Chart
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PMBMX vs. VKSIX commentary
Apr 25, 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: 28.9B vs. VKSIX (2.02B). 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 (1.15) 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 : 6.20 vs. VKSIX (-0.37). VKSIX return over 5 years is better than : 67.78 vs. PMBMX (63.91).
| PMBMX | VKSIX | PMBMX / VKSIX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 0.99 | 116% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -3.158 | -7.192 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 2.02B | 1,429% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 6.20 | -0.37 | -1,674% |
| Returns for 3 years | 19.98 | 12.81 | 156% |
| Returns for 5 years | 63.91 | 67.78 | 94% |
| Returns for 10 years | 73.93 | N/A | - |
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