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PMBPX vs VAKSX
PMBPX vs VAKSX Comparison
Open Charts PMBPX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.21
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets7.7M
PMBPX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. VAKSX (7.71M). 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 : 15.41 vs. VAKSX (10.23).
| 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 | 7.041 | 1.540 | 457% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 7.71M | 419,208% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 15.41 | 10.23 | 151% |
| Returns for 3 years | 52.39 | 40.83 | 128% |
| Returns for 5 years | 59.60 | N/A | - |
| Returns for 10 years | 104.46 | N/A | - |
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