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PMBPX vs VKSAX
PMBPX vs VKSAX Comparison
Open Charts PMBPX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.18
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets2.2B
PMBPX vs VKSAX Comparison Chart in %
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PMBPX vs. VKSAX commentary
Aug 18, 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 StrongBuy and VKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. VKSAX (2.2B). PMBPX pays higher dividends than VKSAX: PMBPX (0.01) vs VKSAX (0.00). PMBPX was incepted earlier than VKSAX: PMBPX (25 years) vs VKSAX (7 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 : 9.12 vs. VKSAX (3.81). PMBPX return over 5 years is better than : 45.20 vs. VKSAX (37.65).
| 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 | 7 years | - |
| Gain YTD | 5.798 | 1.102 | 526% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.2B | 1,475% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 9.12 | 3.81 | 240% |
| Returns for 3 years | 30.75 | 24.18 | 127% |
| Returns for 5 years | 45.20 | 37.65 | 120% |
| Returns for 10 years | 96.67 | N/A | - |
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