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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$18.36
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets1.99B
PMBPX vs VKSAX Comparison Chart
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PMBPX vs. VKSAX commentary
Apr 18, 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 PMBPX is a Buy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.2B vs. VKSAX (1.99B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (24 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBPX has a lower initial minimum investment than VKSAX: PMBPX (0) vs VKSAX (2500). PMBPX annual gain was more profitable for investors over the last year : 7.85 vs. VKSAX (0.11). VKSAX (64.33) and PMBPX (63.22) have equivalent 5 years return.
| PMBPX | VKSAX | PMBPX / VKSAX | |
| Total Expense Ratio | 0.84 | 1.25 | 67% |
| Annual Report Gross Expense Ratio | 0.84 | 1.25 | 67% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -3.451 | -7.214 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.99B | 1,416% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.85 | 0.11 | 7,259% |
| Returns for 3 years | 19.18 | 10.30 | 186% |
| Returns for 5 years | 63.22 | 64.33 | 98% |
| Returns for 10 years | 82.50 | N/A | - |
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