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PEMGX vs VKSRX
PEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.02
Change-$0.99 (-4.95%)
VolumeN/A
Net Assets2.13B
PEMGX vs VKSRX Comparison Chart
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PEMGX vs. VKSRX commentary
Apr 05, 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 VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. VKSRX (2.13B). PEMGX (0.00) and VKSRX (0.00) have matching dividends . PEMGX was incepted earlier than VKSRX: PEMGX (20 years) vs VKSRX (7 years). PEMGX (0.95) is less costly to investors than VKSRX (0.90). 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 : 7.33 vs. VKSRX (1.27). VKSRX (103.21) and PEMGX (101.64) have equivalent 5 years return.
| PEMGX | VKSRX | PEMGX / VKSRX | |
| Total Expense Ratio | 0.95 | 0.90 | 106% |
| Annual Report Gross Expense Ratio | 0.95 | 0.90 | 106% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.009 | -1.912 | -53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| 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 | 1.27 | 579% |
| Returns for 3 years | 19.09 | 13.56 | 141% |
| Returns for 5 years | 101.64 | 103.21 | 98% |
| Returns for 10 years | 86.08 | N/A | - |
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