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PMBJX vs VKSRX
PMBJX vs VKSRX Comparison
Open Charts PMBJX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.67
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets2.2B
PMBJX vs VKSRX Comparison Chart in %
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PMBJX vs. VKSRX commentary
Aug 18, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.5B vs. VKSRX (2.2B). PMBJX pays higher dividends than VKSRX: PMBJX (0.06) vs VKSRX (0.00). PMBJX was incepted earlier than VKSRX: PMBJX (24 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBJX (0.78). PMBJX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBJX has a lower initial minimum investment than VKSRX: PMBJX (1000) vs VKSRX (2500000). PMBJX annual gain was more profitable for investors over the last year : 8.97 vs. VKSRX (4.24). PMBJX return over 5 years is better than : 44.05 vs. VKSRX (40.09).
| PMBJX | VKSRX | PMBJX / VKSRX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 0.90 | 87% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 5.832 | 1.324 | 441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.2B | 1,475% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 8.97 | 4.24 | 212% |
| Returns for 3 years | 30.25 | 25.58 | 118% |
| Returns for 5 years | 44.05 | 40.09 | 110% |
| Returns for 10 years | 92.90 | N/A | - |
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