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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.04B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX 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 PMBMX is a Buy and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.8B vs. VKSAX (2.04B). PMBMX pays higher dividends than VKSAX: PMBMX (0.02) vs VKSAX (0.00). 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). 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 : -3.39 vs. VKSAX (-6.21). PMBMX return over 5 years is better than : 32.70 vs. VKSAX (27.62).
| 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 | 2.007 | -1.603 | -125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 2.04B | 1,557% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -3.39 | -6.21 | 55% |
| Returns for 3 years | 47.07 | 38.90 | 121% |
| Returns for 5 years | 32.70 | 27.62 | 118% |
| Returns for 10 years | 92.87 | N/A | - |
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