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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$18.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.85B
PEMGX vs VKSAX Comparison Chart in %
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PEMGX vs. VKSAX commentary
Nov 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: 30.9B vs. VKSAX (1.85B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (20 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PEMGX (0.91). 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 : -6.54 vs. VKSAX (-9.77). PEMGX return over 5 years is better than : 24.68 vs. VKSAX (19.16).
| PEMGX | VKSAX | PEMGX / VKSAX | |
| Total Expense Ratio | 0.91 | 1.25 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 1.25 | 73% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | -0.680 | -6.513 | 10% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9B | 1.85B | 1,674% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.54 | -9.77 | 67% |
| Returns for 3 years | 32.28 | 20.31 | 159% |
| Returns for 5 years | 24.68 | 19.16 | 129% |
| Returns for 10 years | 89.67 | N/A | - |
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