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PMBPX vs VKSRX
PMBPX vs VKSRX Comparison
Open Charts PMBPX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.65
Change+$0.30 (+1.47%)
VolumeN/A
Net Assets2.18B
PMBPX vs VKSRX Comparison Chart in %
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PMBPX vs. VKSRX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. VKSRX (2.19B). PMBPX pays higher dividends than VKSRX: PMBPX (0.01) vs VKSRX (0.00). PMBPX was incepted earlier than VKSRX: PMBPX (25 years) vs VKSRX (8 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 : 9.16 vs. VKSRX (4.07). PMBPX return over 5 years is better than : 47.38 vs. VKSRX (44.20).
| 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 | 8 years | - |
| Gain YTD | 7.018 | 1.471 | 477% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 2.19B | 1,510% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 9.16 | 4.07 | 225% |
| Returns for 3 years | 46.04 | 41.20 | 112% |
| Returns for 5 years | 47.38 | 44.20 | 107% |
| Returns for 10 years | 111.63 | N/A | - |
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