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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$18.36
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets1.99B
PEMGX vs VKSAX Comparison Chart
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PEMGX vs. VKSAX commentary
Apr 18, 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 Buy and VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. VKSAX (1.99B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (20 years) vs VKSAX (7 years). VKSAX (1.25) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PEMGX (6%) and VKSAX (6%) have equivalent initial investment costs. 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 : 7.70 vs. VKSAX (0.11). VKSAX (64.33) and PEMGX (62.03) have equivalent 5 years return.
| PEMGX | VKSAX | PEMGX / VKSAX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | -3.473 | -7.214 | 48% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.99B | 1,416% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.70 | 0.11 | 7,119% |
| Returns for 3 years | 18.66 | 10.30 | 181% |
| Returns for 5 years | 62.03 | 64.33 | 96% |
| Returns for 10 years | 79.45 | N/A | - |
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