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PEMGX vs VAKSX
PEMGX vs VAKSX Comparison
Open Charts PEMGX vs VAKSX
Virtus KAR Small-Mid Cap Growth A
Price$10.52
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets6.27M
PEMGX vs VAKSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. VAKSX (6.27M). PEMGX (0.00) and VAKSX (0.00) have matching dividends . PEMGX was incepted earlier than VAKSX: PEMGX (21 years) vs VAKSX (5 years). VAKSX (2.12) is less costly to investors than PEMGX (0.91). VAKSX is a more actively managed with annual turnover of: 37.00 vs. PEMGX (10.50). PEMGX (6%) and VAKSX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than VAKSX: PEMGX (1000) vs VAKSX (2500). PEMGX annual gain was more profitable for investors over the last year : -1.39 vs. VAKSX (-4.54). PEMGX return over 5 years is better than : 20.43 vs. VAKSX (2.63).
| PEMGX | VAKSX | PEMGX / VAKSX | |
| Total Expense Ratio | 0.91 | 1.30 | 70% |
| Annual Report Gross Expense Ratio | 0.91 | 2.12 | 43% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 2.455 | 4.158 | 59% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 6.27M | 499,043% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.39 | -4.54 | 31% |
| Returns for 3 years | 30.86 | 18.74 | 165% |
| Returns for 5 years | 20.43 | 2.63 | 776% |
| Returns for 10 years | 126.64 | N/A | - |
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