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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.62
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets2.06B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX vs. VKSAX commentary
Oct 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 PMBPX is a Hold and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VKSAX (2.06B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (8 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 : -1.15 vs. VKSAX (-5.93). PMBPX return over 5 years is better than : 37.95 vs. VKSAX (27.88).
| 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 | 8 years | - |
| Gain YTD | 3.728 | -1.403 | -266% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.06B | 1,582% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | -1.15 | -5.93 | 19% |
| Returns for 3 years | 53.87 | 41.08 | 131% |
| Returns for 5 years | 37.95 | 27.88 | 136% |
| Returns for 10 years | 105.58 | N/A | - |
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