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PHSKX vs PMBPX
PHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPX
Virtus KAR Mid-Cap Growth A
Price$36.89
Change-$23.40 (-38.81%)
VolumeN/A
Net Assets574.11M
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Feb 05, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. PHSKX (574M). PHSKX (0.00) and PMBPX (0.00) have matching dividends . PHSKX was incepted earlier than PMBPX: PHSKX (50 years) vs PMBPX (25 years). PHSKX (1.26) is less costly to investors than PMBPX (0.83). PHSKX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than PHSKX: PMBPX (0) vs PHSKX (2500). PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. PHSKX (-40.82). PMBPX return over 5 years is better than : 12.76 vs. PHSKX (-48.18).
| PHSKX | PMBPX | PHSKX / PMBPX | |
| Total Expense Ratio | 1.26 | 0.83 | 152% |
| Annual Report Gross Expense Ratio | 1.26 | 0.83 | 152% |
| Fund Existence | 50 years | 25 years | - |
| Gain YTD | -5.507 | -2.931 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 30.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -40.82 | -11.17 | 365% |
| Returns for 3 years | -26.81 | 21.00 | -128% |
| Returns for 5 years | -48.18 | 12.76 | -378% |
| Returns for 10 years | 94.88 | 119.39 | 79% |
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