PEMGX
Price
$45.08
Change
+$0.17 (+0.38%)
Updated
Sep 29 closing price
Net Assets
33.04B
VKSIX
Price
$20.43
Change
+$0.02 (+0.10%)
Updated
Sep 29 closing price
Net Assets
2.15B
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PEMGX vs VKSIX

Header iconPEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIXBanner chart's image
Principal MidCap A
Price$45.08
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets33.04B
Virtus KAR Small-Mid Cap Core I
Price$20.43
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.15B
PEMGX vs VKSIX Comparison Chart in %
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PEMGX vs. VKSIX commentary
Oct 01, 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 VKSIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. VKSIX (2.16B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (20 years) vs VKSIX (8 years). VKSIX (0.99) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PEMGX has a lower initial minimum investment than VKSIX: PEMGX (1000) vs VKSIX (100000). PEMGX annual gain was more profitable for investors over the last year : 2.46 vs. VKSIX (-2.72). PEMGX return over 5 years is better than : 45.48 vs. VKSIX (40.67).
PEMGXVKSIXPEMGX / VKSIX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years8 years-
Gain YTD5.3730.542992%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.16B1,531%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.46-2.72-91%
Returns for 3 years56.5949.20115%
Returns for 5 years45.4840.67112%
Returns for 10 years112.02N/A-
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