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PMBCX vs VAKSX
PMBCX vs VAKSX Comparison
Open Charts PMBCX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.15
Change+$0.13 (+1.18%)
VolumeN/A
Net Assets7.57M
PMBCX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.1B vs. VAKSX (7.57M). PMBCX (0.00) and VAKSX (0.00) have matching dividends . PMBCX was incepted earlier than VAKSX: PMBCX (19 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PMBCX (1.75). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than VAKSX: PMBCX (1000) vs VAKSX (2500). PMBCX annual gain was more profitable for investors over the last year : 8.18 vs. VAKSX (4.45).
| PMBCX | VAKSX | PMBCX / VAKSX | |
| Total Expense Ratio | 1.75 | 1.30 | 135% |
| Annual Report Gross Expense Ratio | 1.75 | 2.12 | 83% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 5.100 | -0.181 | -2,815% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1B | 7.57M | 424,154% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.18 | 4.45 | 184% |
| Returns for 3 years | 43.43 | 37.75 | 115% |
| Returns for 5 years | 40.80 | N/A | - |
| Returns for 10 years | 70.55 | N/A | - |
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