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PEMGX vs PKSAX
PEMGX vs PKSAX Comparison
Open Charts PEMGX vs PKSAX
Virtus KAR Small-Cap Core A
Price$47.89
Change+$0.91 (+1.94%)
VolumeN/A
Net Assets1.95B
PEMGX vs PKSAX Comparison Chart in %
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PEMGX vs. PKSAX commentary
Feb 05, 2026
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 PKSAX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. PKSAX (1.95B). PKSAX pays higher dividends than PEMGX: PKSAX (0.41) vs PEMGX (0.00). PEMGX was incepted earlier than PKSAX: PEMGX (21 years) vs PKSAX (23 years). PKSAX (1.27) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 13.70 vs. PKSAX (13.00). PEMGX (6%) and PKSAX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than PKSAX: PEMGX (1000) vs PKSAX (2500). PKSAX annual gain was more profitable for investors over the last year : -10.08 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. PKSAX (4.88).
| PEMGX | PKSAX | PEMGX / PKSAX | |
| Total Expense Ratio | 0.91 | 1.27 | 72% |
| Annual Report Gross Expense Ratio | 0.91 | 1.27 | 72% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.946 | 7.211 | -41% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.95B | 1,514% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -11.39 | -10.08 | 113% |
| Returns for 3 years | 20.37 | 12.15 | 168% |
| Returns for 5 years | 11.73 | 4.88 | 240% |
| Returns for 10 years | 115.63 | 150.08 | 77% |
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