IOLZX
Price
$22.03
Change
-$1.51 (-6.41%)
Updated
Apr 4 closing price
Net Assets
42.91M
PMAQX
Price
$40.87
Change
-$2.46 (-5.68%)
Updated
Apr 4 closing price
Net Assets
28.6B
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IOLZX vs PMAQX

Header iconIOLZX vs PMAQX Comparison
Open Charts IOLZX vs PMAQXBanner chart's image
ICON Equity Institutional
Price$22.03
Change-$1.51 (-6.41%)
VolumeN/A
Net Assets42.91M
Principal MidCap R6
Price$40.87
Change-$2.46 (-5.68%)
VolumeN/A
Net Assets28.6B
IOLZX vs PMAQX Comparison Chart
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IOLZX vs. PMAQX commentary
Apr 05, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 28.6B vs. IOLZX (42.9M). IOLZX pays higher dividends than PMAQX: IOLZX (0.69) vs PMAQX (0.20). IOLZX was incepted earlier than PMAQX: IOLZX (21 years) vs PMAQX (8 years). IOLZX (1.11) is less costly to investors than PMAQX (0.60). PMAQX is a more actively managed with annual turnover of: 10.50 vs. IOLZX (4.00). PMAQX has a lower initial minimum investment than IOLZX: PMAQX (0) vs IOLZX (1000). PMAQX annual gain was more profitable for investors over the last year : 7.85 vs. IOLZX (-10.27). PMAQX return over 5 years is better than : 106.58 vs. IOLZX (32.62).
IOLZXPMAQXIOLZX / PMAQX
Total Expense Ratio1.110.60185%
Annual Report Gross Expense Ratio1.110.60185%
Fund Existence21 years8 years-
Gain YTD-3.6461.098-332%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.9M28.6B0%
Annual Yield % from dividends0.690.20348%
Returns for 1 year-10.277.85-131%
Returns for 3 years-24.8620.76-120%
Returns for 5 years32.62106.5831%
Returns for 10 years22.48N/A-
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