Interact to see
Advertisement
Advertisement
PHSKX vs PMBMX
PHSKX vs PMBMX Comparison
Open Charts PHSKX vs PMBMX
Virtus KAR Mid-Cap Growth A
Price$61.27
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets1.05B
PHSKX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHSKX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. PHSKX (1.06B). PMBMX pays higher dividends than PHSKX: PMBMX (0.02) vs PHSKX (0.00). PHSKX was incepted earlier than PMBMX: PHSKX (50 years) vs PMBMX (25 years). PHSKX (1.26) is less costly to investors than PMBMX (1.14). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than PHSKX: PMBMX (0) vs PHSKX (2500). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. PHSKX (8.19). PMBMX return over 5 years is better than : 55.71 vs. PHSKX (15.32).
| PHSKX | PMBMX | PHSKX / PMBMX | |
| Total Expense Ratio | 1.26 | 1.14 | 111% |
| Annual Report Gross Expense Ratio | 1.26 | 1.14 | 111% |
| Fund Existence | 50 years | 25 years | - |
| Gain YTD | 3.584 | 6.854 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 32.3B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 8.19 | 14.80 | 55% |
| Returns for 3 years | 41.01 | 50.19 | 82% |
| Returns for 5 years | 15.32 | 55.71 | 28% |
| Returns for 10 years | 169.44 | 94.74 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement