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PMBPX vs VKSRX
PMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.67
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.22B
PMBPX vs VKSRX Comparison Chart in %
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PMBPX vs. VKSRX 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VKSRX (2.22B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (25 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBPX (0.83). 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 : 9.12 vs. VKSRX (4.84). PMBPX return over 5 years is better than : 45.20 vs. VKSRX (40.90).
| PMBPX | VKSRX | PMBPX / VKSRX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.90 | 92% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 5.798 | 1.912 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.22B | 1,467% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 9.12 | 4.84 | 188% |
| Returns for 3 years | 30.75 | 26.31 | 117% |
| Returns for 5 years | 45.20 | 40.90 | 111% |
| Returns for 10 years | 96.67 | N/A | - |
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