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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$19.26
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.83B
PEMGX vs VKSAX Comparison Chart in %
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PEMGX vs. VKSAX commentary
Dec 04, 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 VKSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.6B vs. VKSAX (1.83B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (20 years) vs VKSAX (8 years). VKSAX (1.25) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSAX (7.00). PEMGX (6%) and VKSAX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than VKSAX: PEMGX (1000) vs VKSAX (2500). PEMGX annual gain was more profitable for investors over the last year : -8.04 vs. VKSAX (-10.74). PEMGX return over 5 years is better than : 26.10 vs. VKSAX (22.15).
| PEMGX | VKSAX | PEMGX / VKSAX | |
| Total Expense Ratio | 0.91 | 1.25 | 73% |
| Annual Report Gross Expense Ratio | 0.91 | 1.25 | 73% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 1.689 | -3.858 | -44% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6B | 1.83B | 1,728% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.04 | -10.74 | 75% |
| Returns for 3 years | 31.57 | 20.16 | 157% |
| Returns for 5 years | 26.10 | 22.15 | 118% |
| Returns for 10 years | 93.59 | N/A | - |
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