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PMBMX vs VKSRX
PMBMX vs VKSRX Comparison
Open Charts PMBMX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.02
Change-$0.99 (-4.95%)
VolumeN/A
Net Assets2.13B
PMBMX vs VKSRX Comparison Chart
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PMBMX vs. VKSRX commentary
Apr 05, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VKSRX (2.13B). PMBMX pays higher dividends than VKSRX: PMBMX (0.02) vs VKSRX (0.00). PMBMX was incepted earlier than VKSRX: PMBMX (24 years) vs VKSRX (7 years). PMBMX (1.15) 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 : 6.95 vs. VKSRX (1.27). VKSRX (103.21) and PMBMX (98.31) have equivalent 5 years return.
| PMBMX | VKSRX | PMBMX / VKSRX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.15 | 0.90 | 128% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 0.955 | -1.912 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 6.95 | 1.27 | 549% |
| Returns for 3 years | 17.92 | 13.56 | 132% |
| Returns for 5 years | 98.31 | 103.21 | 95% |
| Returns for 10 years | 80.21 | N/A | - |
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