Interact to see
Advertisement
Advertisement
PEMGX vs VKSAX
PEMGX vs VKSAX Comparison
Open Charts PEMGX vs VKSAX
Virtus KAR Small-Mid Cap Core A
Price$20.21
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets2.18B
PEMGX vs VKSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. VKSAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. VKSAX (2.18B). 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 : 9.01 vs. VKSAX (3.69). PEMGX return over 5 years is better than : 46.31 vs. VKSAX (41.73).
| 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 | 6.969 | 1.253 | 556% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1B | 2.18B | 1,518% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.01 | 3.69 | 244% |
| Returns for 3 years | 45.42 | 39.76 | 114% |
| Returns for 5 years | 46.31 | 41.73 | 111% |
| Returns for 10 years | 108.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers