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PMBMX vs VKSAX
PMBMX vs VKSAX Comparison
Open Charts PMBMX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.21
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets2.18B
PMBMX vs VKSAX Comparison Chart in %
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PMBMX vs. VKSAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. VKSAX (2.18B). 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 : 8.59 vs. VKSAX (3.69). PMBMX (43.76) and VKSAX (41.73) have equivalent 5 years return.
| 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 | 6.781 | 1.253 | 541% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.18B | 1,518% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 8.59 | 3.69 | 232% |
| Returns for 3 years | 43.95 | 39.76 | 111% |
| Returns for 5 years | 43.76 | 41.73 | 105% |
| Returns for 10 years | 101.62 | N/A | - |
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