ISTAX
Price
$25.35
Change
+$0.16 (+0.64%)
Updated
Jan 17 closing price
Net Assets
51.2M
PMAQX
Price
$45.60
Change
+$0.28 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
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ISTAX vs PMAQX

Header iconISTAX vs PMAQX Comparison
Open Charts ISTAX vs PMAQXBanner chart's image
ICON Equity Investor
Price$25.35
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets51.2M
Principal MidCap R6
Price$45.60
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets29.35B
ISTAX vs PMAQX Comparison Chart
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ISTAX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.3B vs. ISTAX (51.2M). 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 : 19.22 vs. ISTAX (0.77). PMAQX return over 5 years is better than : 40.84 vs. ISTAX (-10.39).
ISTAXPMAQXISTAX / PMAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years8 years-
Gain YTD3.4691.546224%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets51.2M29.3B0%
Annual Yield % from dividends0.400.10407%
Returns for 1 year0.7719.224%
Returns for 3 years-24.4919.79-124%
Returns for 5 years-10.3940.84-25%
Returns for 10 years31.70N/A-
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