Interact to see
Advertisement
Advertisement
PMBJX vs VKSAX
PMBJX vs VKSAX Comparison
Open Charts PMBJX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.05B
PMBJX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBJX vs. VKSAX 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 PMBJX is a Buy and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. VKSAX (2.05B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBJX has a lower initial minimum investment than VKSAX: PMBJX (1000) vs VKSAX (2500). PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. VKSAX (-6.21). PMBJX return over 5 years is better than : 34.98 vs. VKSAX (27.62).
| PMBJX | VKSAX | PMBJX / VKSAX | |
| Total Expense Ratio | 0.78 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.78 | 1.25 | 62% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.303 | -1.603 | -144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 2.05B | 1,554% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -3.03 | -6.21 | 49% |
| Returns for 3 years | 48.67 | 38.90 | 125% |
| Returns for 5 years | 34.98 | 27.62 | 127% |
| Returns for 10 years | 98.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement