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IOLZX vs PEMGX
IOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGX
ICON Equity Institutional
Price$27.25
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets51.2M
IOLZX vs PEMGX Comparison Chart
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IOLZX vs. PEMGX commentary
Jan 19, 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 IOLZX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. IOLZX (51.2M). IOLZX pays higher dividends than PEMGX: IOLZX (0.64) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (21 years) vs PEMGX (20 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 : 18.67 vs. IOLZX (1.74). PEMGX return over 5 years is better than : 37.53 vs. IOLZX (-6.84).
| IOLZX | PEMGX | IOLZX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 3.494 | 1.549 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 29.3B | 0% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 1.74 | 18.67 | 9% |
| Returns for 3 years | -22.42 | 18.15 | -123% |
| Returns for 5 years | -6.84 | 37.53 | -18% |
| Returns for 10 years | 39.22 | 105.29 | 37% |
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