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PMBMX vs VKSRX
PMBMX vs VKSRX Comparison
Open Charts PMBMX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.67
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.22B
PMBMX vs VKSRX Comparison Chart in %
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PMBMX vs. VKSRX commentary
Aug 17, 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: 32.5B vs. VKSRX (2.22B). 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 : 8.56 vs. VKSRX (4.84). PMBMX (41.63) and VKSRX (40.90) 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 | 5.581 | 1.912 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.22B | 1,467% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.56 | 4.84 | 177% |
| Returns for 3 years | 28.85 | 26.31 | 110% |
| Returns for 5 years | 41.63 | 40.90 | 102% |
| Returns for 10 years | 87.32 | N/A | - |
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