PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.05B
PKSAX
Price
$53.48
Change
-$0.03 (-0.06%)
Updated
Sep 5 closing price
Net Assets
2.21B
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PEMGX vs PKSAX

Header iconPEMGX vs PKSAX Comparison
Open Charts PEMGX vs PKSAXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.05B
Virtus KAR Small-Cap Core A
Price$53.48
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets2.21B
PEMGX vs PKSAX Comparison Chart in %
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PEMGX vs. PKSAX commentary
Sep 08, 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 PKSAX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. PKSAX (2.21B). PKSAX pays higher dividends than PEMGX: PKSAX (0.05) vs PEMGX (0.00). PEMGX was incepted earlier than PKSAX: PEMGX (20 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: 10.50 vs. PKSAX (5.00). PEMGX (6%) and PKSAX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than PKSAX: PEMGX (1000) vs PKSAX (2500). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. PKSAX (3.86). PEMGX return over 5 years is better than : 46.31 vs. PKSAX (34.11).
PEMGXPKSAXPEMGX / PKSAX
Total Expense Ratio0.911.2772%
Annual Report Gross Expense Ratio0.911.2772%
Fund Existence20 years23 years-
Gain YTD6.9692.688259%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.21B1,493%
Annual Yield % from dividends0.000.05-
Returns for 1 year9.013.86234%
Returns for 3 years45.4235.56128%
Returns for 5 years46.3134.11136%
Returns for 10 years108.18137.4679%
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