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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.04B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX 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 PMBPX is a Buy and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. VKSAX (2.04B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PMBPX has a lower initial minimum investment than VKSAX: PMBPX (0) vs VKSAX (2500). PMBPX annual gain was more profitable for investors over the last year : -2.88 vs. VKSAX (-6.21). PMBPX return over 5 years is better than : 36.06 vs. VKSAX (27.62).
| PMBPX | VKSAX | PMBPX / VKSAX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.301 | -1.603 | -144% |
| 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 | 0.01 | 0.00 | - |
| Returns for 1 year | -2.88 | -6.21 | 46% |
| Returns for 3 years | 49.26 | 38.90 | 127% |
| Returns for 5 years | 36.06 | 27.62 | 131% |
| Returns for 10 years | 102.57 | N/A | - |
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