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$20.82
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets2.28B
PMBJX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBJX vs. VKSAX commentary
Jul 27, 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 StrongBuy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBJX pays higher dividends than VKSAX: PMBJX (0.06) vs VKSAX (0.00). PMBJX was incepted earlier than VKSAX: PMBJX (24 years) vs VKSAX (7 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 : 13.47 vs. VKSAX (7.93). PMBJX return over 5 years is better than : 55.02 vs. VKSAX (49.14).
| PMBJX | VKSAX | PMBJX / VKSAX | |
| Total Expense Ratio | 0.78 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.78 | 1.25 | 62% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 8.650 | 4.309 | 201% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.28B | 1,456% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 13.47 | 7.93 | 170% |
| Returns for 3 years | 48.88 | 39.36 | 124% |
| Returns for 5 years | 55.02 | 49.14 | 112% |
| Returns for 10 years | 103.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers