Ad is loading...
PMBMX vs VKSRX
PMBMX vs VKSRX Comparison
Open Charts PMBMX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.21
Change+$0.28 (+1.48%)
VolumeN/A
Net Assets2.02B
PMBMX vs VKSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMBMX vs. VKSRX 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 28.9B vs. VKSRX (2.02B). 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 : 6.20 vs. VKSRX (-0.26). VKSRX return over 5 years is better than : 68.32 vs. PMBMX (63.91).
| 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 | -3.158 | -7.206 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| 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 | -0.26 | -2,352% |
| Returns for 3 years | 19.98 | 13.08 | 153% |
| Returns for 5 years | 63.91 | 68.32 | 94% |
| Returns for 10 years | 73.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PJFG | 86.73 | 2.85 | +3.39% |
| PGIM Jennison Focused Growth ETF | |||
| AVUV | 83.01 | 2.27 | +2.81% |
| Avantis US Small Cap Value ETF | |||
| SPBC | 36.14 | 0.78 | +2.22% |
| Simplify US Equity PLUS Bitcoin Stgy ETF | |||
| FDEC | 42.72 | 0.59 | +1.40% |
| FT Vest US Equity Buffer ETF Dec | |||
| DAUG | 38.24 | 0.38 | +1.00% |
| FT Vest US Equity Deep Bfr ETF Aug | |||