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IOLZX
Price
$30.39
Change
-$0.09 (-0.30%)
Updated
Nov 15 closing price
PEMGX
Price
$45.16
Change
-$0.64 (-1.40%)
Updated
Nov 15 closing price
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IOLZX vs PEMGX

Header iconIOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGXBanner chart's image
ICON Equity Institutional
Price$30.39
Change-$0.09 (-0.30%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$45.16
Change-$0.64 (-1.40%)
VolumeN/A
CapitalizationN/A
IOLZX vs PEMGX Comparison Chart
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IOLZX vs. PEMGX commentary
Nov 18, 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 StrongBuy and PEMGX is a Buy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. IOLZX (53.4M). 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 : 28.88 vs. IOLZX (14.48). PEMGX return over 5 years is better than : 47.78 vs. IOLZX (7.14).
IOLZXPEMGXIOLZX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years19 years-
Gain YTD9.79022.98543%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets53.4M29.3B0%
Annual Yield % from dividends0.640.00-
Returns for 1 year14.4828.8850%
Returns for 3 years-29.542.40-1,229%
Returns for 5 years7.1447.7815%
Returns for 10 years55.54102.9854%
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