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PHSKX vs PMBPX
PHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPX
Virtus KAR Mid-Cap Growth A
Price$59.12
Change+$0.21 (+0.36%)
VolumeN/A
Net Assets961.83M
PHSKX vs PMBPX Comparison Chart in %
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PHSKX vs. PMBPX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.5B vs. PHSKX (962M). 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 : 9.12 vs. PHSKX (2.25). PMBPX return over 5 years is better than : 45.20 vs. PHSKX (4.40).
| 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 | -0.051 | 5.798 | -1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 32.5B | 3% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 2.25 | 9.12 | 25% |
| Returns for 3 years | 11.99 | 30.75 | 39% |
| Returns for 5 years | 4.40 | 45.20 | 10% |
| Returns for 10 years | 158.17 | 96.67 | 164% |
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