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PMBPX vs VAKSX
PMBPX vs VAKSX Comparison
Open Charts PMBPX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.36
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets7.75M
PMBPX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B vs. VAKSX (7.76M). PMBPX pays higher dividends than VAKSX: PMBPX (0.01) vs VAKSX (0.00). PMBPX was incepted earlier than VAKSX: PMBPX (25 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PMBPX (0.83). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VAKSX: PMBPX (0) vs VAKSX (2500). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. VAKSX (9.34).
| PMBPX | VAKSX | PMBPX / VAKSX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 2.12 | 39% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 8.606 | 2.899 | 297% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 7.76M | 425,532% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 13.61 | 9.34 | 146% |
| Returns for 3 years | 49.38 | 37.86 | 130% |
| Returns for 5 years | 56.25 | N/A | - |
| Returns for 10 years | 107.27 | N/A | - |
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