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PHSKX vs PMBJX
PHSKX vs PMBJX Comparison
Open Charts PHSKX vs PMBJX
Virtus KAR Mid-Cap Growth A
Price$39.94
Change-$0.17 (-0.42%)
VolumeN/A
Net Assets659.69M
PHSKX vs PMBJX Comparison Chart in %
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PHSKX vs. PMBJX commentary
Jan 16, 2026
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 Hold and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. PHSKX (660M). PHSKX (0.00) and PMBJX (0.00) have matching dividends . PHSKX was incepted earlier than PMBJX: PHSKX (50 years) vs PMBJX (25 years). PHSKX (1.26) is less costly to investors than PMBJX (0.78). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PHSKX: PMBJX (1000) vs PHSKX (2500). PMBJX annual gain was more profitable for investors over the last year : -1.51 vs. PHSKX (-32.93). PMBJX return over 5 years is better than : 20.14 vs. PHSKX (-41.30).
| PHSKX | PMBJX | PHSKX / PMBJX | |
| Total Expense Ratio | 1.26 | 0.78 | 162% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 50 years | 25 years | - |
| Gain YTD | 2.305 | 2.465 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 31.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -32.93 | -1.51 | 2,187% |
| Returns for 3 years | -17.17 | 30.80 | -56% |
| Returns for 5 years | -41.30 | 20.14 | -205% |
| Returns for 10 years | 102.13 | 125.91 | 81% |
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