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PHSKX vs PMBJX
PHSKX vs PMBJX Comparison
Open Charts PHSKX vs PMBJX
Virtus KAR Mid-Cap Growth A
Price$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
PHSKX vs PMBJX Comparison Chart in %
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PHSKX vs. PMBJX commentary
Jul 27, 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 Hold and PMBJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. PHSKX (1.02B). PMBJX pays higher dividends than PHSKX: PMBJX (0.06) vs PHSKX (0.00). PHSKX was incepted earlier than PMBJX: PHSKX (50 years) vs PMBJX (24 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 : 13.47 vs. PHSKX (9.56). PMBJX return over 5 years is better than : 55.02 vs. PHSKX (14.11).
| 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 | 24 years | - |
| Gain YTD | 3.888 | 8.650 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 33.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 9.56 | 13.47 | 71% |
| Returns for 3 years | 36.31 | 48.88 | 74% |
| Returns for 5 years | 14.11 | 55.02 | 26% |
| Returns for 10 years | 167.76 | 103.26 | 162% |
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