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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.82
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets2.28B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX 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 PMBMX is a StrongBuy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). PMBMX was incepted earlier than VKSAX: PMBMX (25 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBMX has a lower initial minimum investment than VKSAX: PMBMX (0) vs VKSAX (2500). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. VKSAX (7.93). PMBMX return over 5 years is better than : 52.44 vs. VKSAX (49.14).
| PMBMX | VKSAX | PMBMX / VKSAX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 8.421 | 4.309 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.28B | 1,456% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 13.04 | 7.93 | 164% |
| Returns for 3 years | 47.27 | 39.36 | 120% |
| Returns for 5 years | 52.44 | 49.14 | 107% |
| Returns for 10 years | 97.42 | N/A | - |
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