ISTAX
Price
$24.95
Change
-$0.56 (-2.20%)
Updated
Feb 21 closing price
Net Assets
49.81M
PMAQX
Price
$45.48
Change
-$0.77 (-1.66%)
Updated
Feb 21 closing price
Net Assets
29.57B
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ISTAX vs PMAQX

Header iconISTAX vs PMAQX Comparison
Open Charts ISTAX vs PMAQXBanner chart's image
ICON Equity Investor
Price$24.95
Change-$0.56 (-2.20%)
VolumeN/A
Net Assets49.81M
Principal MidCap R6
Price$45.48
Change-$0.77 (-1.66%)
VolumeN/A
Net Assets29.57B
ISTAX vs PMAQX Comparison Chart
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ISTAX vs. PMAQX 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.6B vs. ISTAX (49.8M). ISTAX pays higher dividends than PMAQX: ISTAX (0.40) vs PMAQX (0.10). ISTAX was incepted earlier than PMAQX: ISTAX (19 years) vs PMAQX (8 years). PMAQX is a more actively managed with annual turnover of: 10.10 vs. ISTAX (4.00). PMAQX has a lower initial minimum investment than ISTAX: PMAQX (0) vs ISTAX (1000). PMAQX annual gain was more profitable for investors over the last year : 12.83 vs. ISTAX (-4.92). PMAQX return over 5 years is better than : 37.29 vs. ISTAX (-10.86).
ISTAXPMAQXISTAX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years8 years-
Gain YTD1.8371.90596%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets49.8M29.6B0%
Annual Yield % from dividends0.400.10407%
Returns for 1 year-4.9212.83-38%
Returns for 3 years-19.8929.10-68%
Returns for 5 years-10.8637.29-29%
Returns for 10 years22.19N/A-
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