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PMBCX vs VAKSX
PMBCX vs VAKSX Comparison
Open Charts PMBCX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.02
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets7.72M
PMBCX vs VAKSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. VAKSX (7.72M). PMBCX (0.00) and VAKSX (0.00) have matching dividends . PMBCX was incepted earlier than VAKSX: PMBCX (18 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). VAKSX (10.35) and PMBCX (9.86) have marching annual gain over last year.
| PMBCX | VAKSX | PMBCX / VAKSX | |
| Total Expense Ratio | 1.75 | 1.30 | 135% |
| Annual Report Gross Expense Ratio | 1.75 | 2.12 | 83% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.536 | -0.543 | -467% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 7.72M | 400,311% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.86 | 10.35 | 95% |
| Returns for 3 years | 28.40 | 30.87 | 92% |
| Returns for 5 years | 35.10 | N/A | - |
| Returns for 10 years | 68.02 | N/A | - |
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