Interact to see
Advertisement
Advertisement
PEMGX vs VKSRX
PEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.33
Change-$0.28 (-1.36%)
VolumeN/A
Net Assets2.15B
PEMGX vs VKSRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. VKSRX commentary
Oct 08, 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 VKSRX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. VKSRX (2.15B). PEMGX (0.00) and VKSRX (0.00) have matching dividends . PEMGX was incepted earlier than VKSRX: PEMGX (20 years) vs VKSRX (8 years). PEMGX (0.91) and VKSRX (0.90) have similar cost to investors . PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PEMGX has a lower initial minimum investment than VKSRX: PEMGX (1000) vs VKSRX (2500000). PEMGX annual gain was more profitable for investors over the last year : 4.13 vs. VKSRX (-1.29). PEMGX (39.26) and VKSRX (37.35) have equivalent 5 years return.
| PEMGX | VKSRX | PEMGX / VKSRX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.90 | 101% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 5.373 | 1.029 | 522% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.15B | 1,542% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.13 | -1.29 | -319% |
| Returns for 3 years | 54.12 | 46.48 | 116% |
| Returns for 5 years | 39.26 | 37.35 | 105% |
| Returns for 10 years | 105.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers