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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.82
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets2.28B
PEMGX vs VKSAX Comparison Chart in %
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PEMGX vs. VKSAX 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 VKSAX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. VKSAX (2.28B). PEMGX (0.00) and VKSAX (0.00) have matching dividends . PEMGX was incepted earlier than VKSAX: PEMGX (20 years) vs VKSAX (7 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 : 13.43 vs. VKSAX (7.93). PEMGX return over 5 years is better than : 55.06 vs. VKSAX (49.14).
| 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 | 7 years | - |
| Gain YTD | 8.564 | 4.309 | 199% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 2.28B | 1,456% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.43 | 7.93 | 169% |
| Returns for 3 years | 48.78 | 39.36 | 124% |
| Returns for 5 years | 55.06 | 49.14 | 112% |
| Returns for 10 years | 103.87 | N/A | - |
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