Interact to see
Advertisement
Advertisement
PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.33
Change-$0.44 (-2.23%)
VolumeN/A
Net Assets1.7B
PMBMX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBMX vs. VKSAX 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 PMBMX is a Hold and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. VKSAX (1.7B). PMBMX (0.00) and VKSAX (0.00) have matching dividends . PMBMX was incepted earlier than VKSAX: PMBMX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PMBMX (1.14). VKSAX is a more actively managed with annual turnover of: 15.00 vs. PMBMX (13.70). PMBMX has a lower initial minimum investment than VKSAX: PMBMX (0) vs VKSAX (2500). VKSAX annual gain was more profitable for investors over the last year : -5.98 vs. PMBMX (-11.84). VKSAX return over 5 years is better than : 11.22 vs. PMBMX (9.56).
| 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 | 8 years | - |
| Gain YTD | -2.987 | 1.844 | -162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.7B | 1,740% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.84 | -5.98 | 198% |
| Returns for 3 years | 18.93 | 12.97 | 146% |
| Returns for 5 years | 9.56 | 11.22 | 85% |
| Returns for 10 years | 108.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| URNM | 76.45 | 4.75 | +6.62% |
| Sprott Uranium Miners ETF | |||
| FPXE | 32.68 | 0.26 | +0.81% |
| First Trust IPOX Europe Equity Opps ETF | |||
| FLMB | 23.88 | 0.02 | +0.06% |
| Franklin Municipal Green Bond ETF | |||
| SIZE | 164.89 | -0.87 | -0.52% |
| iShares MSCI USA Size Factor ETF | |||
| GLXU | 9.00 | -4.64 | -34.02% |
| T-REX 2X Long GLXY Daily Target ETF | |||