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PMBPX vs VKSIX
PMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.52
Change-$0.33 (-1.58%)
VolumeN/A
Net Assets2.21B
PMBPX vs VKSIX Comparison Chart
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PMBPX vs. VKSIX commentary
Feb 23, 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 StrongBuy and VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. VKSIX (2.21B). PMBPX (0.00) and VKSIX (0.00) have matching dividends . PMBPX was incepted earlier than VKSIX: PMBPX (24 years) vs VKSIX (7 years). VKSIX is a more actively managed with annual turnover of: 18.00 vs. PMBPX (10.10). 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 : 12.43 vs. VKSIX (7.27). VKSIX return over 5 years is better than : 50.12 vs. PMBPX (35.10).
| PMBPX | VKSIX | PMBPX / VKSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| 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 | 29.6B | 2.21B | 1,338% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.43 | 7.27 | 171% |
| Returns for 3 years | 27.85 | 22.51 | 124% |
| Returns for 5 years | 35.10 | 50.12 | 70% |
| Returns for 10 years | 92.30 | N/A | - |
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