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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.43
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets2.11B
PMBPX vs VKSAX Comparison Chart
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PMBPX vs. VKSAX commentary
May 09, 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: 30.2B vs. VKSAX (2.11B). 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 (0.83). 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 : 8.97 vs. VKSAX (1.74). PMBPX return over 5 years is better than : 64.72 vs. VKSAX (59.39).
| PMBPX | VKSAX | PMBPX / VKSAX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.035 | -3.457 | -30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 2.11B | 1,434% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 8.97 | 1.74 | 515% |
| Returns for 3 years | 41.38 | 29.68 | 139% |
| Returns for 5 years | 64.72 | 59.39 | 109% |
| Returns for 10 years | 90.98 | N/A | - |
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