Interact to see
Advertisement
Advertisement
IOLZX vs PEMGX
IOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGX
IOLZX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IOLZX vs. PEMGX commentary
Sep 20, 2026
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: 21B vs. IOLZX (52.5M). IOLZX pays higher dividends than PEMGX: IOLZX (0.72) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (22 years) vs PEMGX (21 years). IOLZX (1.16) is less costly to investors than PEMGX (0.90). IOLZX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (13.70). IOLZX (1000) and PEMGX (1000) have matching initial minimum investment requirements. IOLZX annual gain was more profitable for investors over the last year : 12.80 vs. PEMGX (-19.17). PEMGX return over 5 years is better than : -9.79 vs. IOLZX (-14.93).
| IOLZX | PEMGX | IOLZX / PEMGX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.16 | 0.90 | 129% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 22.141 | -9.305 | -238% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.5M | 21B | 0% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 12.80 | -19.17 | -67% |
| Returns for 3 years | 23.96 | 7.92 | 303% |
| Returns for 5 years | -14.93 | -9.79 | 152% |
| Returns for 10 years | 87.12 | 68.30 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDEAX | 51.92 | 0.09 | +0.17% |
| JPMorgan US Research Enhanced Equity A | |||
| WINDX | 39.28 | 0.03 | +0.08% |
| Wilshire 5000 Index Instl | |||
| ABINX | 22.00 | -0.01 | -0.05% |
| American Century Balanced I | |||
| HVEIX | 30.05 | -0.04 | -0.13% |
| HVIA Equity Institutional | |||
| FGHMX | 131.21 | -1.37 | -1.03% |
| Fidelity Advisor Communication ServicesC | |||