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ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ICON Equity Investor
Price$28.40
Change-$0.09 (-0.32%)
VolumeN/A
CapitalizationN/A
ISTAX vs PEMGX Comparison Chart
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ISTAX vs. PEMGX commentary
Nov 18, 2024
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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. ISTAX (53.4M). ISTAX pays higher dividends than PEMGX: ISTAX (0.40) vs PEMGX (0.00). ISTAX was incepted earlier than PEMGX: ISTAX (18 years) vs PEMGX (19 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 : 28.88 vs. ISTAX (13.87). PEMGX return over 5 years is better than : 47.78 vs. ISTAX (3.61).
| ISTAX | PEMGX | ISTAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 9.568 | 22.985 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.4M | 29.3B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 13.87 | 28.88 | 48% |
| Returns for 3 years | -31.41 | 2.40 | -1,307% |
| Returns for 5 years | 3.61 | 47.78 | 8% |
| Returns for 10 years | 48.18 | 102.98 | 47% |
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