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PMBPX vs VKSIX
PMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.15B
PMBPX vs VKSIX Comparison Chart
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PMBPX vs. VKSIX commentary
May 24, 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. VKSIX (2.15B). PMBPX pays higher dividends than VKSIX: PMBPX (0.01) vs VKSIX (0.00). PMBPX was incepted earlier than VKSIX: PMBPX (24 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 : 7.96 vs. VKSIX (3.24). PMBPX (63.01) and VKSIX (62.08) have equivalent 5 years return.
| PMBPX | VKSIX | PMBPX / VKSIX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 0.99 | 84% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.864 | -1.084 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 2.15B | 1,417% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.96 | 3.24 | 246% |
| Returns for 3 years | 41.09 | 32.80 | 125% |
| Returns for 5 years | 63.01 | 62.08 | 101% |
| Returns for 10 years | 90.00 | N/A | - |
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