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EQTIX vs PMARX
EQTIX vs PMARX Comparison Chart in %
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EQTIX vs. PMARX commentary
Aug 16, 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 EQTIX is a StrongBuy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 980M vs. PMARX (138M). PMARX pays higher dividends than EQTIX: PMARX (11.52) vs EQTIX (9.33). EQTIX was incepted earlier than PMARX: EQTIX (29 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than EQTIX (0.67). PMARX is a more actively managed with annual turnover of: 114.00 vs. EQTIX (74.00). EQTIX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 14.69 vs. EQTIX (10.43). EQTIX return over 5 years is better than : 46.89 vs. PMARX (33.68).
| EQTIX | PMARX | EQTIX / PMARX | |
| Total Expense Ratio | 0.67 | 1.20 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.40 | 48% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 5.679 | 13.739 | 41% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 980M | 138M | 710% |
| Annual Yield % from dividends | 9.33 | 11.52 | 81% |
| Returns for 1 year | 10.43 | 14.69 | 71% |
| Returns for 3 years | 35.02 | 27.15 | 129% |
| Returns for 5 years | 46.89 | 33.68 | 139% |
| Returns for 10 years | 16.93 | 32.43 | 52% |
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