Interact to see
Advertisement
Advertisement
EQTIX vs PMARX
EQTIX vs PMARX Comparison
Open Charts EQTIX vs PMARX
EQTIX vs PMARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EQTIX vs. PMARX commentary
Aug 23, 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 EQTIX is a Buy and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.15B vs. PMARX (172M). PMARX pays higher dividends than EQTIX: PMARX (10.35) vs EQTIX (8.39). EQTIX was incepted earlier than PMARX: EQTIX (30 years) vs PMARX (16 years). PMARX (1.32) is less costly to investors than EQTIX (0.64). PMARX is a more actively managed with annual turnover of: 65.00 vs. EQTIX (40.00). EQTIX has a lower initial minimum investment than PMARX: EQTIX (1000) vs PMARX (2500). EQTIX annual gain was more profitable for investors over the last year : 16.65 vs. PMARX (15.70). EQTIX return over 5 years is better than : 52.47 vs. PMARX (28.52).
| EQTIX | PMARX | EQTIX / PMARX | |
| Total Expense Ratio | 0.64 | 1.20 | 53% |
| Annual Report Gross Expense Ratio | 0.64 | 1.32 | 48% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 11.779 | 11.030 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 172M | 669% |
| Annual Yield % from dividends | 8.39 | 10.35 | 81% |
| Returns for 1 year | 16.65 | 15.70 | 106% |
| Returns for 3 years | 52.29 | 50.34 | 104% |
| Returns for 5 years | 52.47 | 28.52 | 184% |
| Returns for 10 years | 34.81 | 57.06 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers