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PMBJX vs VAKSX
PMBJX vs VAKSX Comparison
Open Charts PMBJX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$11.12
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets7.62M
PMBJX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.2B vs. VAKSX (7.62M). 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 : 12.20 vs. VAKSX (9.15).
| 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 | 4.386 | 0.453 | 968% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 7.62M | 409,556% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 12.20 | 9.15 | 133% |
| Returns for 3 years | 49.41 | 40.03 | 123% |
| Returns for 5 years | 59.89 | N/A | - |
| Returns for 10 years | 96.44 | N/A | - |
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