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PHSKX vs PMBPX
PHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPX
Virtus KAR Mid-Cap Growth A
Price$59.97
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets936.18M
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Sep 29, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. PHSKX (936M). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). 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: 13.00 vs. PMBPX (10.50). 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 : 2.56 vs. PHSKX (0.20). PMBPX return over 5 years is better than : 48.73 vs. PHSKX (5.77).
| 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 | 1.386 | 5.430 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 33B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 0.20 | 2.56 | 8% |
| Returns for 3 years | 37.74 | 56.23 | 67% |
| Returns for 5 years | 5.77 | 48.73 | 12% |
| Returns for 10 years | 202.73 | 123.12 | 165% |
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