Interact to see
Advertisement
Advertisement
PEMGX vs VKSIX
PEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIX
Virtus KAR Small-Mid Cap Core I
Price$20.02
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.04B
PEMGX vs VKSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. VKSIX 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 VKSIX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. VKSIX (2.04B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (20 years) vs VKSIX (8 years). VKSIX (0.99) is less costly to investors than PEMGX (0.91). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSIX (7.00). PEMGX has a lower initial minimum investment than VKSIX: PEMGX (1000) vs VKSIX (100000). PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. VKSIX (-5.92). PEMGX return over 5 years is better than : 35.03 vs. VKSIX (29.34).
| PEMGX | VKSIX | PEMGX / VKSIX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 0.99 | 92% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 2.206 | -1.379 | -160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 2.04B | 1,557% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.03 | -5.92 | 51% |
| Returns for 3 years | 48.57 | 40.10 | 121% |
| Returns for 5 years | 35.03 | 29.34 | 119% |
| Returns for 10 years | 99.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement