IOLZX
Price
$26.39
Change
-$0.93 (-3.40%)
Updated
Dec 18 closing price
PEMGX
Price
$42.51
Change
-$1.58 (-3.58%)
Updated
Dec 18 closing price
Ad is loading...

IOLZX vs PEMGX

Header iconIOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGXBanner chart's image
ICON Equity Institutional
Price$26.39
Change-$0.93 (-3.40%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$42.51
Change-$1.58 (-3.58%)
VolumeN/A
CapitalizationN/A
IOLZX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IOLZX vs. PEMGX commentary
Dec 19, 2024

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 IOLZX is a Buy and PEMGX is a Hold.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. IOLZX (51.8M). IOLZX pays higher dividends than PEMGX: IOLZX (0.64) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (21 years) vs PEMGX (19 years). PEMGX is a more actively managed with annual turnover of: 10.10 vs. IOLZX (4.00). IOLZX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 21.23 vs. IOLZX (-0.58). PEMGX return over 5 years is better than : 47.22 vs. IOLZX (-4.02).
IOLZXPEMGXIOLZX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years19 years-
Gain YTD-1.30120.071-6%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets51.8M29.4B0%
Annual Yield % from dividends0.640.00-
Returns for 1 year-0.5821.23-3%
Returns for 3 years-32.0213.84-231%
Returns for 5 years-4.0247.22-9%
Returns for 10 years36.17104.4035%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BXP80.36-0.21
-0.26%
BXP Inc.
IRMD53.00-0.18
-0.34%
iRadimed Corp
SXTP1.48-0.03
-1.99%
60 Degrees Pharmaceuticals Inc
BANC16.30-0.58
-3.44%
Banc of California
FNGR2.08-0.19
-8.37%
FingerMotion