PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
VKSIX
Price
$21.20
Change
+$0.16 (+0.76%)
Updated
Jul 25 closing price
Net Assets
2.28B
Interact to see
Advertisement

PEMGX vs VKSIX

Header iconPEMGX vs VKSIX Comparison
Open Charts PEMGX vs VKSIXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
Virtus KAR Small-Mid Cap Core I
Price$21.20
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets2.28B
PEMGX vs VKSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. VKSIX commentary
Jul 28, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. VKSIX (2.28B). PEMGX (0.00) and VKSIX (0.00) have matching dividends . PEMGX was incepted earlier than VKSIX: PEMGX (20 years) vs VKSIX (7 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 : 13.43 vs. VKSIX (8.16). PEMGX return over 5 years is better than : 55.06 vs. VKSIX (51.12).
PEMGXVKSIXPEMGX / VKSIX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.910.9992%
Fund Existence20 years7 years-
Gain YTD8.5644.434193%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B2.28B1,456%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.438.16165%
Returns for 3 years48.7840.40121%
Returns for 5 years55.0651.12108%
Returns for 10 years103.87N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LTFOX20.360.11
+0.54%
Lord Abbett Affiliated F3
IRLSX78.800.34
+0.43%
Voya Russell Large Cap Growth Idx Port S
RYSOX96.610.38
+0.39%
Rydex S&P 500 A
RYCEX92.490.10
+0.11%
Rydex Europe 1.25x Strategy C
GRHAX15.83-0.22
-1.37%
Goehring & Rozencwajg Resources Retail