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ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ISTAX vs PEMGX Comparison Chart in %
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ISTAX vs. PEMGX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21B vs. ISTAX (52.1M). 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 : 12.08 vs. PEMGX (-18.13). PEMGX return over 5 years is better than : -8.91 vs. ISTAX (-19.90).
| 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 | 20.260 | -8.421 | -241% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 21B | 0% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 12.08 | -18.13 | -67% |
| Returns for 3 years | 19.22 | 8.87 | 217% |
| Returns for 5 years | -19.90 | -8.91 | 223% |
| Returns for 10 years | 73.87 | 70.95 | 104% |
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