PEMGX
Price
$44.91
Change
+$0.33 (+0.74%)
Updated
Sep 26 closing price
Net Assets
33.04B
PHSKX
Price
$59.97
Change
+$0.38 (+0.64%)
Updated
Sep 26 closing price
Net Assets
936.18M
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PEMGX vs PHSKX

Header iconPEMGX vs PHSKX Comparison
Open Charts PEMGX vs PHSKXBanner chart's image
Principal MidCap A
Price$44.91
Change+$0.33 (+0.74%)
VolumeN/A
Net Assets33.04B
Virtus KAR Mid-Cap Growth A
Price$59.97
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets936.18M
PEMGX vs PHSKX Comparison Chart in %
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PEMGX vs. PHSKX commentary
Sep 29, 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 PHSKX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. PHSKX (936M). PEMGX (0.00) and PHSKX (0.00) have matching dividends . PEMGX was incepted earlier than PHSKX: PEMGX (20 years) vs PHSKX (50 years). PHSKX (1.26) is less costly to investors than PEMGX (0.91). PHSKX is a more actively managed with annual turnover of: 13.00 vs. PEMGX (10.50). PEMGX (6%) and PHSKX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than PHSKX: PEMGX (1000) vs PHSKX (2500). PEMGX annual gain was more profitable for investors over the last year : 2.42 vs. PHSKX (0.20). PEMGX return over 5 years is better than : 47.58 vs. PHSKX (5.77).
PEMGXPHSKXPEMGX / PHSKX
Total Expense Ratio0.911.2672%
Annual Report Gross Expense Ratio0.911.2672%
Fund Existence20 years50 years-
Gain YTD5.3731.386388%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33B936M3,526%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.420.201,206%
Returns for 3 years55.6137.74147%
Returns for 5 years47.585.77825%
Returns for 10 years119.45202.7359%
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