PEMGX
Price
$42.51
Change
-$1.58 (-3.58%)
Updated
Dec 18 closing price
VKSAX
Price
$20.16
Change
-$0.71 (-3.40%)
Updated
Dec 18 closing price
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PEMGX vs VKSAX

Header iconPEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAXBanner chart's image
Principal MidCap A
Price$42.51
Change-$1.58 (-3.58%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Mid Cap Core A
Price$20.16
Change-$0.71 (-3.40%)
VolumeN/A
CapitalizationN/A
PEMGX vs VKSAX Comparison Chart
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PEMGX vs. VKSAX commentary
Dec 19, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEMGX is a Hold and VKSAX is a Hold.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. VKSAX (2.27B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (19 years) vs VKSAX (7 years). VKSAX is a more actively managed with annual turnover of: 18.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than VKSAX: PEMGX (1000) vs VKSAX (2500). PEMGX annual gain was more profitable for investors over the last year : 21.23 vs. VKSAX (17.13). VKSAX return over 5 years is better than : 68.73 vs. PEMGX (47.22).
PEMGXVKSAXPEMGX / VKSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years7 years-
Gain YTD20.07113.952144%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4B2.27B1,298%
Annual Yield % from dividends0.000.00-
Returns for 1 year21.2317.13124%
Returns for 3 years13.849.32148%
Returns for 5 years47.2268.7369%
Returns for 10 years104.40N/A-
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