IOLZX
Price
$26.82
Change
-$0.61 (-2.22%)
Updated
Feb 21 closing price
Net Assets
49.81M
PEMGX
Price
$43.41
Change
-$0.75 (-1.70%)
Updated
Feb 21 closing price
Net Assets
29.57B
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IOLZX vs PEMGX

Header iconIOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGXBanner chart's image
ICON Equity Institutional
Price$26.82
Change-$0.61 (-2.22%)
VolumeN/A
Net Assets49.81M
Principal MidCap A
Price$43.41
Change-$0.75 (-1.70%)
VolumeN/A
Net Assets29.57B
IOLZX vs PEMGX Comparison Chart
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IOLZX vs. PEMGX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. IOLZX (49.8M). IOLZX pays higher dividends than PEMGX: IOLZX (0.64) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (21 years) vs PEMGX (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 : 12.29 vs. IOLZX (-4.06). PEMGX return over 5 years is better than : 34.02 vs. IOLZX (-7.31).
IOLZXPEMGXIOLZX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years20 years-
Gain YTD1.8611.854100%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets49.8M29.6B0%
Annual Yield % from dividends0.640.00-
Returns for 1 year-4.0612.29-33%
Returns for 3 years-17.6927.30-65%
Returns for 5 years-7.3134.02-21%
Returns for 10 years29.1789.1133%
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