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PHSKX vs PMBMX
PHSKX vs PMBMX Comparison
Open Charts PHSKX vs PMBMX
Virtus KAR Mid-Cap Growth A
Price$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
PHSKX vs PMBMX Comparison Chart in %
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PHSKX vs. PMBMX 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. PHSKX (1.02B). 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 : 13.04 vs. PHSKX (9.56). PMBMX return over 5 years is better than : 52.44 vs. PHSKX (14.11).
| 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 | 3.888 | 8.421 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 33.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 9.56 | 13.04 | 73% |
| Returns for 3 years | 36.31 | 47.27 | 77% |
| Returns for 5 years | 14.11 | 52.44 | 27% |
| Returns for 10 years | 167.76 | 97.42 | 172% |
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