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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.33
Change-$0.44 (-2.23%)
VolumeN/A
Net Assets1.7B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX vs. VKSAX commentary
Feb 04, 2026
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 Hold and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. VKSAX (1.7B). PMBPX (0.00) and VKSAX (0.00) have matching dividends . 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). VKSAX is a more actively managed with annual turnover of: 15.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than VKSAX: PMBPX (0) vs VKSAX (2500). VKSAX annual gain was more profitable for investors over the last year : -5.98 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. VKSAX (11.22).
| 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 | -2.931 | 1.844 | -159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 1.7B | 1,788% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.17 | -5.98 | 187% |
| Returns for 3 years | 21.00 | 12.97 | 162% |
| Returns for 5 years | 12.76 | 11.22 | 114% |
| Returns for 10 years | 119.39 | N/A | - |
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