IOLZX
Price
$35.94
Change
+$0.13 (+0.36%)
Updated
Jun 22 closing price
Net Assets
58.49M
PEMGX
Price
$37.87
Change
-$0.39 (-1.02%)
Updated
Jun 22 closing price
Net Assets
23.7B
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IOLZX vs PEMGX

IOLZX vs PEMGX Comparison Chart in %
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IOLZX vs. PEMGX commentary
Jun 24, 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 Buy and PEMGX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. IOLZX (58.5M). IOLZX pays higher dividends than PEMGX: IOLZX (0.73) 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 : 41.69 vs. PEMGX (-12.39). PEMGX return over 5 years is better than : -2.84 vs. IOLZX (-6.88).
IOLZXPEMGXIOLZX / PEMGX
Total Expense Ratio1.160.90129%
Annual Report Gross Expense Ratio1.160.90129%
Fund Existence22 years21 years-
Gain YTD30.881-6.064-509%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M23.7B0%
Annual Yield % from dividends0.730.00-
Returns for 1 year41.69-12.39-337%
Returns for 3 years39.7914.28279%
Returns for 5 years-6.88-2.84242%
Returns for 10 years113.2684.53134%
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