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ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ISTAX vs PEMGX Comparison Chart
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ISTAX vs. PEMGX commentary
Feb 23, 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 ISTAX is a Hold and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. ISTAX (49.8M). ISTAX pays higher dividends than PEMGX: ISTAX (0.40) vs PEMGX (0.00). ISTAX was incepted earlier than PEMGX: ISTAX (19 years) vs PEMGX (20 years). PEMGX is a more actively managed with annual turnover of: 10.10 vs. ISTAX (4.00). ISTAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 12.29 vs. ISTAX (-4.92). PEMGX return over 5 years is better than : 34.02 vs. ISTAX (-10.86).
| ISTAX | PEMGX | ISTAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 1.837 | 1.854 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 29.6B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -4.92 | 12.29 | -40% |
| Returns for 3 years | -19.89 | 27.30 | -73% |
| Returns for 5 years | -10.86 | 34.02 | -32% |
| Returns for 10 years | 22.19 | 89.11 | 25% |
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