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PHSKX vs PMBCX
PHSKX vs PMBCX Comparison
Open Charts PHSKX vs PMBCX
Virtus KAR Mid-Cap Growth A
Price$61.27
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets1.05B
PHSKX vs PMBCX Comparison Chart in %
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PHSKX vs. PMBCX 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 PHSKX is a Buy and PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. PHSKX (1.06B). PHSKX (0.00) and PMBCX (0.00) have matching dividends . PHSKX was incepted earlier than PMBCX: PHSKX (50 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than PHSKX (1.26). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than PHSKX: PMBCX (1000) vs PHSKX (2500). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. PHSKX (8.19). PMBCX return over 5 years is better than : 47.59 vs. PHSKX (15.32).
| PHSKX | PMBCX | PHSKX / PMBCX | |
| Total Expense Ratio | 1.26 | 1.75 | 72% |
| Annual Report Gross Expense Ratio | 1.26 | 1.75 | 72% |
| Fund Existence | 50 years | 18 years | - |
| Gain YTD | 3.584 | 6.553 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 32.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.19 | 13.57 | 60% |
| Returns for 3 years | 41.01 | 45.58 | 90% |
| Returns for 5 years | 15.32 | 47.59 | 32% |
| Returns for 10 years | 169.44 | 75.67 | 224% |
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