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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.34
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets2.24B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX vs. VKSAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VKSAX (2.24B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBPX (0.83). 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 : 15.41 vs. VKSAX (8.08). PMBPX return over 5 years is better than : 59.60 vs. VKSAX (51.11).
| PMBPX | VKSAX | PMBPX / VKSAX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.041 | 1.904 | 370% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.24B | 1,444% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 15.41 | 8.08 | 191% |
| Returns for 3 years | 52.39 | 41.15 | 127% |
| Returns for 5 years | 59.60 | 51.11 | 117% |
| Returns for 10 years | 104.46 | N/A | - |
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