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PMBPX vs VMACX
PMBPX vs VMACX Comparison
Open Charts PMBPX vs VMACX
Virtus KAR Mid-Cap Core A
Price$52.87
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets2.52B
PMBPX vs VMACX Comparison Chart
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PMBPX vs. VMACX commentary
Apr 19, 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 Buy and VMACX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.4B vs. VMACX (2.52B). PMBPX pays higher dividends than VMACX: PMBPX (0.01) vs VMACX (0.00). PMBPX was incepted earlier than VMACX: PMBPX (24 years) vs VMACX (16 years). VMACX (1.29) is less costly to investors than PMBPX (0.83). VMACX is a more actively managed with annual turnover of: 17.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VMACX: PMBPX (0) vs VMACX (2500). PMBPX annual gain was more profitable for investors over the last year : 7.10 vs. VMACX (-2.47). PMBPX (61.51) and VMACX (60.36) have equivalent 5 years return.
| PMBPX | VMACX | PMBPX / VMACX | |
| Total Expense Ratio | 0.83 | 1.20 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.29 | 64% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.464 | -8.132 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 2.52B | 1,129% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.10 | -2.47 | -287% |
| Returns for 3 years | 18.81 | 6.27 | 300% |
| Returns for 5 years | 61.51 | 60.36 | 102% |
| Returns for 10 years | 79.35 | 129.07 | 61% |