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PMBJX vs VAKSX
PMBJX vs VAKSX Comparison
Open Charts PMBJX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$10.75
Change+$0.12 (+1.13%)
VolumeN/A
Net Assets7.57M
PMBJX vs VAKSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.2B 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 (4 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 (8.85) and VAKSX (8.69) have marching annual gain over last year.
| 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 | 4 years | - |
| Gain YTD | 1.054 | -3.714 | -28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 7.57M | 398,733% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 8.85 | 8.69 | 102% |
| Returns for 3 years | 40.88 | 34.90 | 117% |
| Returns for 5 years | 63.43 | N/A | - |
| Returns for 10 years | 87.34 | N/A | - |
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