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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
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.
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).
| 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 | 30.881 | -6.064 | -509% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 23.7B | 0% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 41.69 | -12.39 | -337% |
| Returns for 3 years | 39.79 | 14.28 | 279% |
| Returns for 5 years | -6.88 | -2.84 | 242% |
| Returns for 10 years | 113.26 | 84.53 | 134% |
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