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PEMGX vs VKSRX
PEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$20.65
Change+$0.30 (+1.47%)
VolumeN/A
Net Assets2.18B
PEMGX vs VKSRX Comparison Chart in %
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PEMGX vs. VKSRX 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 VKSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. VKSRX (2.19B). PEMGX (0.00) and VKSRX (0.00) have matching dividends . PEMGX was incepted earlier than VKSRX: PEMGX (20 years) vs VKSRX (8 years). PEMGX (0.91) and VKSRX (0.90) have similar cost to investors . PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSRX (7.00). PEMGX has a lower initial minimum investment than VKSRX: PEMGX (1000) vs VKSRX (2500000). PEMGX annual gain was more profitable for investors over the last year : 9.01 vs. VKSRX (4.07). PEMGX (46.31) and VKSRX (44.20) have equivalent 5 years return.
| PEMGX | VKSRX | PEMGX / VKSRX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.90 | 101% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 6.969 | 1.471 | 474% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 2.19B | 1,510% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.01 | 4.07 | 221% |
| Returns for 3 years | 45.42 | 41.20 | 110% |
| Returns for 5 years | 46.31 | 44.20 | 105% |
| Returns for 10 years | 108.18 | N/A | - |
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