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PMBPX vs VAKSX
PMBPX vs VAKSX Comparison
Open Charts PMBPX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$10.75
Change+$0.12 (+1.13%)
VolumeN/A
Net Assets7.57M
PMBPX vs VAKSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. VAKSX (7.57M). PMBPX pays higher dividends than VAKSX: PMBPX (0.01) vs VAKSX (0.00). PMBPX was incepted earlier than VAKSX: PMBPX (24 years) vs VAKSX (4 years). VAKSX (2.12) is less costly to investors than PMBPX (0.83). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than VAKSX: PMBPX (0) vs VAKSX (2500). PMBPX (8.97) and VAKSX (8.69) have marching annual gain over last year.
| PMBPX | VAKSX | PMBPX / VAKSX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 2.12 | 39% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 1.035 | -3.714 | -28% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 7.57M | 398,733% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 8.97 | 8.69 | 103% |
| Returns for 3 years | 41.38 | 34.90 | 119% |
| Returns for 5 years | 64.72 | N/A | - |
| Returns for 10 years | 90.98 | N/A | - |
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