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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.17
Change-$0.32 (-1.56%)
VolumeN/A
Net Assets2.21B
PMBPX vs VKSAX Comparison Chart
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PMBPX vs. VKSAX commentary
Feb 23, 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 StrongBuy and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. VKSAX (2.21B). PMBPX (0.00) and VKSAX (0.00) have matching dividends . PMBPX was incepted earlier than VKSAX: PMBPX (24 years) vs VKSAX (7 years). VKSAX is a more actively managed with annual turnover of: 18.00 vs. PMBPX (10.10). 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 : 12.43 vs. VKSAX (6.95). VKSAX return over 5 years is better than : 48.09 vs. PMBPX (35.10).
| PMBPX | VKSAX | PMBPX / VKSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.864 | 1.052 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6B | 2.21B | 1,338% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.43 | 6.95 | 179% |
| Returns for 3 years | 27.85 | 21.58 | 129% |
| Returns for 5 years | 35.10 | 48.09 | 73% |
| Returns for 10 years | 92.30 | N/A | - |
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