Interact to see
Advertisement
Advertisement
ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ISTAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISTAX vs. PEMGX commentary
Jun 03, 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 ISTAX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24.6B vs. ISTAX (56.4M). ISTAX pays higher dividends than PEMGX: ISTAX (0.49) vs PEMGX (0.00). ISTAX was incepted earlier than PEMGX: ISTAX (20 years) vs PEMGX (21 years). ISTAX (1.41) is less costly to investors than PEMGX (0.90). ISTAX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (13.70). ISTAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. ISTAX annual gain was more profitable for investors over the last year : 36.87 vs. PEMGX (-13.27). PEMGX return over 5 years is better than : -1.25 vs. ISTAX (-13.84).
| ISTAX | PEMGX | ISTAX / PEMGX | |
| Total Expense Ratio | 1.41 | 0.90 | 157% |
| Annual Report Gross Expense Ratio | 1.41 | 0.90 | 157% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 27.986 | -6.948 | -403% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 24.6B | 0% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 36.87 | -13.27 | -278% |
| Returns for 3 years | 35.75 | 15.55 | 230% |
| Returns for 5 years | -13.84 | -1.25 | 1,106% |
| Returns for 10 years | 83.91 | 77.09 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers