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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.55
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets2.23B
PEMGX vs VKSAX Comparison Chart
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PEMGX vs. VKSAX commentary
Jan 19, 2025
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: 29.3B vs. VKSAX (2.23B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (20 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 : 19.41 vs. VKSAX (14.17). VKSAX return over 5 years is better than : 57.47 vs. PEMGX (38.39).
| PEMGX | VKSAX | PEMGX / VKSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 2.182 | 2.956 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 2.23B | 1,312% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.41 | 14.17 | 137% |
| Returns for 3 years | 18.89 | 14.10 | 134% |
| Returns for 5 years | 38.39 | 57.47 | 67% |
| Returns for 10 years | 106.57 | N/A | - |