Interact to see
Advertisement
Advertisement
EQTIX vs PMARX
EQTIX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTIX vs. PMARX commentary
Oct 04, 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 Buy and PMARX is a Buy.
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. PMARX (148M). PMARX pays higher dividends than EQTIX: PMARX (11.23) vs EQTIX (8.86). 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 : 13.38 vs. EQTIX (10.11). EQTIX return over 5 years is better than : 52.20 vs. PMARX (40.76).
| 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 | 8.424 | 16.753 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 148M | 684% |
| Annual Yield % from dividends | 8.86 | 11.23 | 79% |
| Returns for 1 year | 10.11 | 13.38 | 76% |
| Returns for 3 years | 52.52 | 40.83 | 129% |
| Returns for 5 years | 52.20 | 40.76 | 128% |
| Returns for 10 years | 29.46 | 40.84 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement