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PMBCX vs VKSRX
PMBCX vs VKSRX Comparison
Open Charts PMBCX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.83
Change-$0.43 (-2.12%)
VolumeN/A
Net Assets1.71B
PMBCX vs VKSRX Comparison Chart in %
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PMBCX vs. VKSRX commentary
Feb 04, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. VKSRX (1.71B). 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). VKSRX is a more actively managed with annual turnover of: 15.00 vs. PMBCX (13.70). PMBCX has a lower initial minimum investment than VKSRX: PMBCX (1000) vs VKSRX (2500000). VKSRX annual gain was more profitable for investors over the last year : -5.62 vs. PMBCX (-13.29). VKSRX return over 5 years is better than : 13.18 vs. PMBCX (2.81).
| 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 | -3.016 | 1.901 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.71B | 1,722% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.29 | -5.62 | 237% |
| Returns for 3 years | 14.54 | 14.16 | 103% |
| Returns for 5 years | 2.81 | 13.18 | 21% |
| Returns for 10 years | 86.47 | N/A | - |
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