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PEMGX vs VKSRX
PEMGX vs VKSRX Comparison
Open Charts PEMGX vs VKSRX
Virtus KAR Small-Mid Cap Core R6
Price$19.83
Change-$0.43 (-2.12%)
VolumeN/A
Net Assets1.71B
PEMGX vs VKSRX Comparison Chart in %
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PEMGX vs. VKSRX commentary
Feb 05, 2026
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 Hold and VKSRX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. VKSRX (1.71B). PEMGX (0.00) and VKSRX (0.00) have matching dividends . PEMGX was incepted earlier than VKSRX: PEMGX (21 years) vs VKSRX (8 years). PEMGX (0.91) and VKSRX (0.90) have similar cost to investors . VKSRX is a more actively managed with annual turnover of: 15.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than VKSRX: PEMGX (1000) vs VKSRX (2500000). VKSRX annual gain was more profitable for investors over the last year : -5.62 vs. PEMGX (-11.39). VKSRX return over 5 years is better than : 13.18 vs. PEMGX (11.73).
| PEMGX | VKSRX | PEMGX / VKSRX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.90 | 101% |
| Fund Existence | 21 years | 8 years | - |
| Gain YTD | -2.946 | 1.901 | -155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.71B | 1,722% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.39 | -5.62 | 203% |
| Returns for 3 years | 20.37 | 14.16 | 144% |
| Returns for 5 years | 11.73 | 13.18 | 89% |
| Returns for 10 years | 115.63 | N/A | - |
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