PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
PHSKX
Price
$61.45
Change
+$0.28 (+0.46%)
Updated
Jul 25 closing price
Net Assets
1.02B
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PEMGX vs PHSKX

Header iconPEMGX vs PHSKX Comparison
Open Charts PEMGX vs PHSKXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
Virtus KAR Mid-Cap Growth A
Price$61.45
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets1.02B
PEMGX vs PHSKX Comparison Chart in %
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PEMGX vs. PHSKX commentary
Jul 27, 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 StrongBuy and PHSKX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. PHSKX (1.02B). 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 : 13.43 vs. PHSKX (9.56). PEMGX return over 5 years is better than : 55.06 vs. PHSKX (14.11).
PEMGXPHSKXPEMGX / PHSKX
Total Expense Ratio0.911.2672%
Annual Report Gross Expense Ratio0.911.2672%
Fund Existence20 years50 years-
Gain YTD8.5643.888220%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.02B3,242%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.439.56141%
Returns for 3 years48.7836.31134%
Returns for 5 years55.0614.11390%
Returns for 10 years103.87167.7662%
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