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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.13
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.04B
PMBCX vs VKSRX Comparison Chart in %
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PMBCX vs. VKSRX commentary
Oct 19, 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 Buy and VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. VKSRX (2.04B). PMBCX (0.00) and VKSRX (0.00) have matching dividends . PMBCX was incepted earlier than VKSRX: PMBCX (19 years) vs VKSRX (8 years). PMBCX (1.75) is less costly to investors than VKSRX (0.90). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBCX has a lower initial minimum investment than VKSRX: PMBCX (1000) vs VKSRX (2500000). PMBCX annual gain was more profitable for investors over the last year : -4.45 vs. VKSRX (-5.85). VKSRX return over 5 years is better than : 29.83 vs. PMBCX (25.71).
| PMBCX | VKSRX | PMBCX / VKSRX | |
| Total Expense Ratio | 1.75 | 0.90 | 194% |
| Annual Report Gross Expense Ratio | 1.75 | 0.90 | 194% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 1.538 | -1.324 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 2.04B | 1,557% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.45 | -5.85 | 76% |
| Returns for 3 years | 42.56 | 40.38 | 105% |
| Returns for 5 years | 25.71 | 29.83 | 86% |
| Returns for 10 years | 73.94 | N/A | - |
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