Interact to see
Advertisement
Advertisement
PMBPX vs VKSIX
PMBPX vs VKSIX Comparison
Open Charts PMBPX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$19.75
Change-$0.29 (-1.45%)
VolumeN/A
Net Assets2.13B
PMBPX vs VKSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMBPX vs. VKSIX commentary
Jun 16, 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 VKSIX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. VKSIX (2.13B). PMBPX pays higher dividends than VKSIX: PMBPX (0.01) vs VKSIX (0.00). PMBPX was incepted earlier than VKSIX: PMBPX (25 years) vs VKSIX (7 years). VKSIX (0.99) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PMBPX has a lower initial minimum investment than VKSIX: PMBPX (0) vs VKSIX (100000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. VKSIX (3.89). PMBPX (54.31) and VKSIX (52.52) have equivalent 5 years return.
| PMBPX | VKSIX | PMBPX / VKSIX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 0.99 | 84% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 1.933 | -2.709 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 2.13B | 1,434% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 10.26 | 3.89 | 264% |
| Returns for 3 years | 49.52 | 39.38 | 126% |
| Returns for 5 years | 54.31 | 52.52 | 103% |
| Returns for 10 years | 92.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WCEIX | 10.98 | -0.04 | -0.36% |
| Virtus Westchester Event-Driven Fd I | |||
| BILPX | 10.42 | -0.05 | -0.48% |
| BlackRock Event Driven Equity Instl | |||
| FIKIX | 46.52 | -0.30 | -0.64% |
| Fidelity Advisor Utilities Z | |||
| FAOIX | 37.49 | -0.62 | -1.63% |
| Fidelity Advisor Overseas I | |||
| PCSGX | 13.98 | -0.30 | -2.10% |
| PACE Small/Medium Co Growth Equity P | |||