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PHSKX vs PMBJX
PHSKX vs PMBJX Comparison
Open Charts PHSKX vs PMBJX
Virtus KAR Mid-Cap Growth A
Price$59.67
Change-$0.22 (-0.37%)
VolumeN/A
Net Assets986.17M
PHSKX vs PMBJX Comparison Chart in %
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PHSKX vs. PMBJX commentary
Aug 08, 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 Hold and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.4B vs. PHSKX (986M). PMBJX pays higher dividends than PHSKX: PMBJX (0.06) vs PHSKX (0.00). PHSKX was incepted earlier than PMBJX: PHSKX (50 years) vs PMBJX (24 years). PHSKX (1.26) is less costly to investors than PMBJX (0.78). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than PHSKX: PMBJX (1000) vs PHSKX (2500). PMBJX annual gain was more profitable for investors over the last year : 12.89 vs. PHSKX (9.05). PMBJX return over 5 years is better than : 45.14 vs. PHSKX (4.45).
| PHSKX | PMBJX | PHSKX / PMBJX | |
| Total Expense Ratio | 1.26 | 0.78 | 162% |
| Annual Report Gross Expense Ratio | 1.26 | 0.78 | 162% |
| Fund Existence | 50 years | 24 years | - |
| Gain YTD | 1.251 | 5.881 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 986M | 32.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 9.05 | 12.89 | 70% |
| Returns for 3 years | 19.18 | 36.01 | 53% |
| Returns for 5 years | 4.45 | 45.14 | 10% |
| Returns for 10 years | 162.33 | 96.03 | 169% |
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