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PMBPX vs VKSRX
PMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.02
Change-$0.99 (-4.95%)
VolumeN/A
Net Assets2.13B
PMBPX vs VKSRX Comparison Chart
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PMBPX vs. VKSRX commentary
Apr 05, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. VKSRX (2.13B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (24 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBPX (0.84). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBPX has a lower initial minimum investment than VKSRX: PMBPX (0) vs VKSRX (2500000). PMBPX annual gain was more profitable for investors over the last year : 7.50 vs. VKSRX (1.27). VKSRX (103.21) and PMBPX (103.21) have equivalent 5 years return.
| PMBPX | VKSRX | PMBPX / VKSRX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 0.90 | 93% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.035 | -1.912 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| 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 | 1.27 | 593% |
| Returns for 3 years | 19.59 | 13.56 | 144% |
| Returns for 5 years | 103.21 | 103.21 | 100% |
| Returns for 10 years | 89.27 | N/A | - |
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