PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
VKSIX
Price
$20.70
Change
+$0.16 (+0.78%)
Updated
Sep 8 closing price
Net Assets
2.18B
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PEMGX vs VKSIX

Header iconPEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIXBanner chart's image
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
Virtus KAR Small-Mid Cap Core I
Price$20.70
Change+$0.16 (+0.78%)
VolumeN/A
Net Assets2.18B
PEMGX vs VKSIX Comparison Chart in %
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PEMGX vs. VKSIX commentary
Sep 09, 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 VKSIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. VKSIX (2.19B). 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 : 11.11 vs. VKSIX (5.88). PEMGX return over 5 years is better than : 48.43 vs. VKSIX (44.97).
PEMGXVKSIXPEMGX / VKSIX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years8 years-
Gain YTD7.9311.970402%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33B2.19B1,510%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.115.88189%
Returns for 3 years40.7235.21116%
Returns for 5 years48.4344.97108%
Returns for 10 years111.98N/A-
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