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PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.18
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets2.2B
PEMGX vs VKSAX Comparison Chart in %
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PEMGX vs. VKSAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. VKSAX (2.2B). 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 : 8.97 vs. VKSAX (3.81). PEMGX return over 5 years is better than : 44.09 vs. VKSAX (37.65).
| 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 | 5.748 | 1.102 | 522% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 2.2B | 1,475% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.97 | 3.81 | 236% |
| Returns for 3 years | 30.18 | 24.18 | 125% |
| Returns for 5 years | 44.09 | 37.65 | 117% |
| Returns for 10 years | 93.40 | N/A | - |
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