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PMBPX vs VKSIX
PMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$18.93
Change-$0.99 (-4.97%)
VolumeN/A
Net Assets2.13B
PMBPX vs VKSIX Comparison Chart
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PMBPX vs. VKSIX commentary
Apr 04, 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: 29.8B vs. VKSIX (2.13B). 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 (0.84). 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 : 7.50 vs. VKSIX (1.22). PMBPX (103.21) and VKSIX (102.46) have equivalent 5 years return.
| PMBPX | VKSIX | PMBPX / VKSIX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 0.99 | 85% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.035 | -1.872 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.50 | 1.22 | 615% |
| Returns for 3 years | 19.59 | 13.31 | 147% |
| Returns for 5 years | 103.21 | 102.46 | 101% |
| Returns for 10 years | 89.27 | N/A | - |
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