PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
VKSAX
Price
$19.64
Change
+$0.02 (+0.10%)
Updated
Oct 17 closing price
Net Assets
2.05B
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PEMGX vs VKSAX

Header iconPEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
Virtus KAR Small-Mid Cap Core A
Price$19.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.05B
PEMGX vs VKSAX Comparison Chart in %
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PEMGX vs. VKSAX commentary
Oct 19, 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 Buy and VKSAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. VKSAX (2.05B). 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 : -3.03 vs. VKSAX (-6.21). PEMGX return over 5 years is better than : 35.03 vs. VKSAX (27.62).
PEMGXVKSAXPEMGX / VKSAX
Total Expense Ratio0.911.2573%
Annual Report Gross Expense Ratio0.911.2573%
Fund Existence20 years8 years-
Gain YTD2.206-1.603-138%
Front Load6%6%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B2.05B1,554%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.03-6.2149%
Returns for 3 years48.5738.90125%
Returns for 5 years35.0327.62127%
Returns for 10 years99.18N/A-
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