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PMBCX vs VKSIX
PMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.18
Change+$0.46 (+2.33%)
VolumeN/A
Net Assets1.73B
PMBCX vs VKSIX Comparison Chart in %
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PMBCX vs. VKSIX commentary
Feb 05, 2026
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 PMBCX is a Hold and VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. VKSIX (1.73B). PMBCX (0.00) and VKSIX (0.00) have matching dividends . PMBCX was incepted earlier than VKSIX: PMBCX (19 years) vs VKSIX (8 years). PMBCX (1.75) is less costly to investors than VKSIX (0.99). VKSIX is a more actively managed with annual turnover of: 15.00 vs. PMBCX (13.70). PMBCX has a lower initial minimum investment than VKSIX: PMBCX (1000) vs VKSIX (100000). VKSIX annual gain was more profitable for investors over the last year : -5.69 vs. PMBCX (-13.29). VKSIX return over 5 years is better than : 12.81 vs. PMBCX (2.81).
| PMBCX | VKSIX | PMBCX / VKSIX | |
| Total Expense Ratio | 1.75 | 0.99 | 177% |
| Annual Report Gross Expense Ratio | 1.75 | 0.99 | 177% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | -3.016 | 1.912 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.73B | 1,703% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.29 | -5.69 | 234% |
| Returns for 3 years | 14.54 | 13.92 | 104% |
| Returns for 5 years | 2.81 | 12.81 | 22% |
| Returns for 10 years | 86.47 | N/A | - |
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