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EQTIX vs PMARX
EQTIX vs PMARX Comparison Chart in %
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EQTIX vs. PMARX commentary
Nov 25, 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 Hold and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1B vs. PMARX (143M). PMARX pays higher dividends than EQTIX: PMARX (11.48) vs EQTIX (8.78). EQTIX was incepted earlier than PMARX: EQTIX (29 years) vs PMARX (16 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 : 5.94 vs. EQTIX (3.88). EQTIX return over 5 years is better than : 38.34 vs. PMARX (23.17).
| 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 | 16 years | - |
| Gain YTD | 6.430 | 11.947 | 54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 143M | 701% |
| Annual Yield % from dividends | 8.78 | 11.48 | 76% |
| Returns for 1 year | 3.88 | 5.94 | 65% |
| Returns for 3 years | 40.16 | 29.57 | 136% |
| Returns for 5 years | 38.34 | 23.17 | 165% |
| Returns for 10 years | 20.41 | 40.82 | 50% |
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