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$19.36
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.78B
PMBMX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMBMX vs. VKSAX commentary
Dec 28, 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 Hold and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.2B vs. VKSAX (1.78B). 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). VKSAX (-5.00) and PMBMX (-5.21) have marching annual gain over last year. PMBMX return over 5 years is better than : 16.99 vs. VKSAX (16.00).
| 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 | -3.280 | -3.006 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.78B | 1,757% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | -5.21 | -5.00 | 104% |
| Returns for 3 years | 36.89 | 29.67 | 124% |
| Returns for 5 years | 16.99 | 16.00 | 106% |
| Returns for 10 years | 93.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement