Ad is loading...
ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ISTAX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISTAX vs. PEMGX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. ISTAX (51.2M). 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 : 19.41 vs. ISTAX (0.77). PEMGX return over 5 years is better than : 38.39 vs. ISTAX (-10.39).
| 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 | 3.469 | 2.182 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 29.3B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 0.77 | 19.41 | 4% |
| Returns for 3 years | -24.49 | 18.89 | -130% |
| Returns for 5 years | -10.39 | 38.39 | -27% |
| Returns for 10 years | 31.70 | 106.57 | 30% |