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PMBCX vs VKSIX
PMBCX vs VKSIX Comparison
Open Charts PMBCX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$19.72
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.77B
PMBCX vs VKSIX Comparison Chart in %
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PMBCX vs. VKSIX commentary
Dec 26, 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 PMBCX is a Hold and VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. VKSIX (1.78B). 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). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). 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 : -4.78 vs. PMBCX (-6.89). VKSIX return over 5 years is better than : 17.52 vs. PMBCX (9.70).
| 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 | -4.929 | -2.857 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.78B | 1,758% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.89 | -4.78 | 144% |
| Returns for 3 years | 31.48 | 30.42 | 103% |
| Returns for 5 years | 9.70 | 17.52 | 55% |
| Returns for 10 years | 74.71 | N/A | - |
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