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PMBMX vs VKSRX
PMBMX vs VKSRX Comparison
Open Charts PMBMX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.85
Change-$0.29 (-1.44%)
VolumeN/A
Net Assets2.13B
PMBMX vs VKSRX Comparison Chart
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PMBMX vs. VKSRX 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. VKSRX (2.13B). PMBMX pays higher dividends than VKSRX: PMBMX (0.02) vs VKSRX (0.00). PMBMX was incepted earlier than VKSRX: PMBMX (25 years) vs VKSRX (7 years). PMBMX (1.14) is less costly to investors than VKSRX (0.90). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBMX has a lower initial minimum investment than VKSRX: PMBMX (0) vs VKSRX (2500000). PMBMX annual gain was more profitable for investors over the last year : 11.39 vs. VKSRX (2.85). VKSRX (53.09) and PMBMX (52.90) have equivalent 5 years return.
| PMBMX | VKSRX | PMBMX / VKSRX | |
| Total Expense Ratio | 1.14 | 0.90 | 127% |
| Annual Report Gross Expense Ratio | 1.14 | 0.90 | 127% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 3.354 | -2.696 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| 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 | 11.39 | 2.85 | 400% |
| Returns for 3 years | 49.64 | 39.79 | 125% |
| Returns for 5 years | 52.90 | 53.09 | 100% |
| Returns for 10 years | 86.36 | N/A | - |
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