Interact to see
Advertisement
Advertisement
PMBPX vs VAKSX
PMBPX vs VAKSX Comparison
Open Charts PMBPX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets7.37M
PMBPX vs VAKSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. VAKSX (7.37M). PMBPX pays higher dividends than VAKSX: PMBPX (0.01) vs VAKSX (0.00). PMBPX was incepted earlier than VAKSX: PMBPX (25 years) vs VAKSX (5 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 annual gain was more profitable for investors over the last year : 9.75 vs. VAKSX (6.32).
| PMBPX | VAKSX | PMBPX / VAKSX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 2.12 | 39% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 2.163 | -2.536 | -85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 7.37M | 413,728% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 9.75 | 6.32 | 154% |
| Returns for 3 years | 51.29 | 40.10 | 128% |
| Returns for 5 years | 52.17 | N/A | - |
| Returns for 10 years | 90.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement