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PMBMX vs VKSIX
PMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.72
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets2.24B
PMBMX vs VKSIX Comparison Chart in %
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PMBMX vs. VKSIX commentary
Jul 07, 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. VKSIX (2.24B). PMBMX pays higher dividends than VKSIX: PMBMX (0.02) vs VKSIX (0.00). PMBMX was incepted earlier than VKSIX: PMBMX (25 years) vs VKSIX (7 years). PMBMX (1.14) is less costly to investors than VKSIX (0.99). PMBMX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBMX has a lower initial minimum investment than VKSIX: PMBMX (0) vs VKSIX (100000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. VKSIX (8.42). PMBMX (55.71) and VKSIX (53.27) have equivalent 5 years return.
| PMBMX | VKSIX | PMBMX / VKSIX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 0.99 | 115% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.854 | 2.069 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.24B | 1,444% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 14.80 | 8.42 | 176% |
| Returns for 3 years | 50.19 | 42.31 | 119% |
| Returns for 5 years | 55.71 | 53.27 | 105% |
| Returns for 10 years | 94.74 | N/A | - |
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