Ad is loading...
PHSKX vs PMBPX
PHSKX vs PMBPX Comparison
Open Charts PHSKX vs PMBPX
Virtus KAR Mid-Cap Growth A
Price$52.54
Change-$2.82 (-5.09%)
VolumeN/A
Net Assets1.05B
PHSKX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PHSKX vs. PMBPX commentary
Apr 04, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. PHSKX (1.05B). PMBPX pays higher dividends than PHSKX: PMBPX (0.01) vs PHSKX (0.00). PHSKX was incepted earlier than PMBPX: PHSKX (49 years) vs PMBPX (24 years). PHSKX (1.26) is less costly to investors than PMBPX (0.84). 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 : 7.50 vs. PHSKX (-4.72). PMBPX return over 5 years is better than : 103.21 vs. PHSKX (58.58).
| PHSKX | PMBPX | PHSKX / PMBPX | |
| Total Expense Ratio | 1.26 | 0.84 | 150% |
| Annual Report Gross Expense Ratio | 1.26 | 0.84 | 150% |
| Fund Existence | 49 years | 24 years | - |
| Gain YTD | -6.407 | 1.035 | -619% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 29.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | -4.72 | 7.50 | -63% |
| Returns for 3 years | -6.47 | 19.59 | -33% |
| Returns for 5 years | 58.58 | 103.21 | 57% |
| Returns for 10 years | 140.17 | 89.27 | 157% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers