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PMBMX vs VKSIX
PMBMX vs VKSIX Comparison
Open Charts PMBMX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$21.20
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets2.28B
PMBMX vs VKSIX Comparison Chart in %
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PMBMX vs. VKSIX commentary
Jul 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 StrongBuy and VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. VKSIX (2.28B). 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 : 13.04 vs. VKSIX (8.16). PMBMX (52.44) and VKSIX (51.12) 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 | 8.421 | 4.434 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.28B | 1,456% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 13.04 | 8.16 | 160% |
| Returns for 3 years | 47.27 | 40.40 | 117% |
| Returns for 5 years | 52.44 | 51.12 | 103% |
| Returns for 10 years | 97.42 | N/A | - |
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