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PMBMX vs VAKSX
PMBMX vs VAKSX Comparison
Open Charts PMBMX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$10.32
Change-$0.38 (-3.55%)
VolumeN/A
Net Assets7.89M
PMBMX vs VAKSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.8B vs. VAKSX (7.89M). PMBMX pays higher dividends than VAKSX: PMBMX (0.02) vs VAKSX (0.00). PMBMX was incepted earlier than VAKSX: PMBMX (24 years) vs VAKSX (4 years). VAKSX (2.12) is less costly to investors than PMBMX (1.15). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than VAKSX: PMBMX (0) vs VAKSX (2500). VAKSX (7.00) and PMBMX (6.95) have marching annual gain over last year.
| PMBMX | VAKSX | PMBMX / VAKSX | |
| Total Expense Ratio | 1.15 | 1.30 | 88% |
| Annual Report Gross Expense Ratio | 1.15 | 2.12 | 54% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 0.955 | -3.080 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 7.89M | 377,645% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 6.95 | 7.00 | 99% |
| Returns for 3 years | 17.92 | 10.42 | 172% |
| Returns for 5 years | 98.31 | N/A | - |
| Returns for 10 years | 80.21 | N/A | - |
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