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PEMGX vs VKSRX
PEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.05
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets1.85B
PEMGX vs VKSRX Comparison Chart in %
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PEMGX vs. VKSRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. VKSRX (1.85B). 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 : -6.45 vs. VKSRX (-9.21). PEMGX return over 5 years is better than : 25.57 vs. VKSRX (21.50).
| 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 | -0.680 | -6.225 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8B | 1.85B | 1,669% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.45 | -9.21 | 70% |
| Returns for 3 years | 32.28 | 21.61 | 149% |
| Returns for 5 years | 25.57 | 21.50 | 119% |
| Returns for 10 years | 89.67 | N/A | - |
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