PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
VKSRX
Price
$19.57
Change
-$0.42 (-2.10%)
Updated
Nov 13 closing price
Net Assets
1.94B
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PEMGX vs VKSRX

Header iconPEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
Virtus KAR Small-Mid Cap Core R6
Price$19.57
Change-$0.42 (-2.10%)
VolumeN/A
Net Assets1.94B
PEMGX vs VKSRX Comparison Chart in %
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PEMGX vs. VKSRX commentary
Nov 14, 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 VKSRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. VKSRX (1.94B). 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 : -5.01 vs. VKSRX (-7.58). PEMGX return over 5 years is better than : 30.49 vs. VKSRX (28.35).
PEMGXVKSRXPEMGX / VKSRX
Total Expense Ratio0.910.90101%
Annual Report Gross Expense Ratio0.910.90101%
Fund Existence20 years8 years-
Gain YTD2.816-2.010-140%
Front Load6%N/A-
Min. Initial Investment100025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32B1.94B1,653%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.01-7.5866%
Returns for 3 years34.1724.63139%
Returns for 5 years30.4928.35108%
Returns for 10 years103.52N/A-
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