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PMBPX vs VKSRX
PMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.82
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets2.24B
PMBPX vs VKSRX Comparison Chart in %
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PMBPX vs. VKSRX commentary
Jul 07, 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VKSRX (2.24B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (25 years) vs VKSRX (7 years). VKSRX (0.90) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PMBPX has a lower initial minimum investment than VKSRX: PMBPX (0) vs VKSRX (2500000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. VKSRX (8.49). PMBPX return over 5 years is better than : 59.60 vs. VKSRX (53.82).
| PMBPX | VKSRX | PMBPX / VKSRX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.90 | 92% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.041 | 2.059 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 2.24B | 1,444% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 15.41 | 8.49 | 181% |
| Returns for 3 years | 52.39 | 42.60 | 123% |
| Returns for 5 years | 59.60 | 53.82 | 111% |
| Returns for 10 years | 104.46 | N/A | - |
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