IOLZX
Price
$22.03
Change
-$1.51 (-6.41%)
Updated
Apr 4 closing price
Net Assets
42.91M
PEMGX
Price
$39.00
Change
-$2.35 (-5.68%)
Updated
Apr 4 closing price
Net Assets
28.6B
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IOLZX vs PEMGX

Header iconIOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGXBanner chart's image
ICON Equity Institutional
Price$22.03
Change-$1.51 (-6.41%)
VolumeN/A
Net Assets42.91M
Principal MidCap A
Price$39.00
Change-$2.35 (-5.68%)
VolumeN/A
Net Assets28.6B
IOLZX vs PEMGX Comparison Chart
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IOLZX vs. PEMGX commentary
Apr 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.6B vs. IOLZX (42.9M). IOLZX pays higher dividends than PEMGX: IOLZX (0.69) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (21 years) vs PEMGX (20 years). IOLZX (1.11) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 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 : 7.33 vs. IOLZX (-10.27). PEMGX return over 5 years is better than : 101.64 vs. IOLZX (32.62).
IOLZXPEMGXIOLZX / PEMGX
Total Expense Ratio1.110.95117%
Annual Report Gross Expense Ratio1.110.95117%
Fund Existence21 years20 years-
Gain YTD-3.6461.009-361%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets42.9M28.6B0%
Annual Yield % from dividends0.690.00-
Returns for 1 year-10.277.33-140%
Returns for 3 years-24.8619.09-130%
Returns for 5 years32.62101.6432%
Returns for 10 years22.4886.0826%
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