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IOLZX vs PEMGX
IOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGX
IOLZX vs PEMGX Comparison Chart in %
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IOLZX vs. PEMGX commentary
Aug 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.2B vs. IOLZX (56.5M). IOLZX pays higher dividends than PEMGX: IOLZX (0.70) 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 : 23.93 vs. PEMGX (-10.28). PEMGX return over 5 years is better than : -1.03 vs. IOLZX (-11.87).
| 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 | 27.749 | -0.810 | -3,425% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 23.2B | 0% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 23.93 | -10.28 | -233% |
| Returns for 3 years | 29.56 | 20.27 | 146% |
| Returns for 5 years | -11.87 | -1.03 | 1,153% |
| Returns for 10 years | 90.33 | 80.30 | 112% |
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