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PMBPX vs VKSIX
PMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.56
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.2B
PMBPX vs VKSIX Comparison Chart in %
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PMBPX vs. VKSIX commentary
Aug 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 Buy and VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VKSIX (2.2B). PMBPX pays higher dividends than VKSIX: PMBPX (0.01) vs VKSIX (0.00). PMBPX was incepted earlier than VKSIX: PMBPX (25 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBPX has a lower initial minimum investment than VKSIX: PMBPX (0) vs VKSIX (100000). PMBPX annual gain was more profitable for investors over the last year : 9.12 vs. VKSIX (4.10). PMBPX return over 5 years is better than : 45.20 vs. VKSIX (39.59).
| PMBPX | VKSIX | PMBPX / VKSIX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 0.99 | 84% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 5.798 | 1.281 | 453% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.2B | 1,475% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 9.12 | 4.10 | 222% |
| Returns for 3 years | 30.75 | 25.21 | 122% |
| Returns for 5 years | 45.20 | 39.59 | 114% |
| Returns for 10 years | 96.67 | N/A | - |
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