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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.75
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
PMBCX vs VKSRX Comparison Chart in %
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PMBCX vs. VKSRX commentary
Dec 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 PMBCX is a Hold and VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.6B vs. VKSRX (1.83B). 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 : -8.78 vs. VKSRX (-9.82). VKSRX return over 5 years is better than : 23.32 vs. PMBCX (16.44).
| 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 | 1.282 | -3.186 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6B | 1.83B | 1,728% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.78 | -9.82 | 89% |
| Returns for 3 years | 26.65 | 21.91 | 122% |
| Returns for 5 years | 16.44 | 23.32 | 71% |
| Returns for 10 years | 69.61 | N/A | - |
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