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PMBJX vs VAKSX
PMBJX vs VAKSX Comparison
Open Charts PMBJX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.15
Change+$0.13 (+1.18%)
VolumeN/A
Net Assets7.57M
PMBJX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.1B vs. VAKSX (7.57M). PMBJX pays higher dividends than VAKSX: PMBJX (0.06) vs VAKSX (0.00). PMBJX was incepted earlier than VAKSX: PMBJX (24 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PMBJX (0.78). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than VAKSX: PMBJX (1000) vs VAKSX (2500). PMBJX annual gain was more profitable for investors over the last year : 9.79 vs. VAKSX (4.45).
| PMBJX | VAKSX | PMBJX / VAKSX | |
| Total Expense Ratio | 0.78 | 1.30 | 60% |
| Annual Report Gross Expense Ratio | 0.78 | 2.12 | 37% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 5.636 | -0.181 | -3,111% |
| 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 | 0.06 | 0.00 | - |
| Returns for 1 year | 9.79 | 4.45 | 220% |
| Returns for 3 years | 49.57 | 37.75 | 131% |
| Returns for 5 years | 51.14 | N/A | - |
| Returns for 10 years | 94.78 | N/A | - |
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