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PEMGX vs VKSIX
PEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$18.93
Change-$0.99 (-4.97%)
VolumeN/A
Net Assets2.13B
PEMGX vs VKSIX Comparison Chart
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PEMGX vs. VKSIX commentary
Apr 04, 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 VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. VKSIX (2.13B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (20 years) vs VKSIX (7 years). VKSIX (0.99) and PEMGX (0.95) have similar cost to investors . 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 : 7.33 vs. VKSIX (1.22). VKSIX (102.46) and PEMGX (101.64) have equivalent 5 years return.
| PEMGX | VKSIX | PEMGX / VKSIX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 0.99 | 96% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.009 | -1.872 | -54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.33 | 1.22 | 601% |
| Returns for 3 years | 19.09 | 13.31 | 143% |
| Returns for 5 years | 101.64 | 102.46 | 99% |
| Returns for 10 years | 86.08 | N/A | - |
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