PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
VKSIX
Price
$19.72
Change
-$0.43 (-2.13%)
Updated
Feb 3 closing price
Net Assets
1.7B
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PEMGX vs VKSIX

Header iconPEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
Virtus KAR Small-Mid Cap Core I
Price$19.72
Change-$0.43 (-2.13%)
VolumeN/A
Net Assets1.7B
PEMGX vs VKSIX Comparison Chart in %
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PEMGX vs. VKSIX commentary
Feb 05, 2026

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 VKSIX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. VKSIX (1.7B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (21 years) vs VKSIX (8 years). VKSIX (0.99) is less costly to investors than PEMGX (0.91). VKSIX is a more actively managed with annual turnover of: 15.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than VKSIX: PEMGX (1000) vs VKSIX (100000). VKSIX annual gain was more profitable for investors over the last year : -5.69 vs. PEMGX (-11.39). VKSIX return over 5 years is better than : 12.81 vs. PEMGX (11.73).
PEMGXVKSIXPEMGX / VKSIX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence21 years8 years-
Gain YTD-2.9461.912-154%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B1.7B1,740%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.39-5.69200%
Returns for 3 years20.3713.92146%
Returns for 5 years11.7312.8192%
Returns for 10 years115.63N/A-
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