PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
VKSIX
Price
$20.90
Change
+$0.04 (+0.19%)
Updated
Jan 17 closing price
Net Assets
2.23B
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PEMGX vs VKSIX

Header iconPEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIXBanner chart's image
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
Virtus KAR Small-Mid Cap Core I
Price$20.90
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.23B
PEMGX vs VKSIX Comparison Chart
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PEMGX vs. VKSIX 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 VKSIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. VKSIX (2.23B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (20 years) vs VKSIX (7 years). VKSIX is a more actively managed with annual turnover of: 18.00 vs. PEMGX (10.10). 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 : 19.41 vs. VKSIX (14.46). VKSIX return over 5 years is better than : 59.56 vs. PEMGX (38.39).
PEMGXVKSIXPEMGX / VKSIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years7 years-
Gain YTD2.1822.95674%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.3B2.23B1,312%
Annual Yield % from dividends0.000.00-
Returns for 1 year19.4114.46134%
Returns for 3 years18.8914.96126%
Returns for 5 years38.3959.5664%
Returns for 10 years106.57N/A-
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