ISTAX
Price
$25.34
Change
-$0.45 (-1.74%)
Updated
Jul 15 closing price
Net Assets
49.47M
PMAQX
Price
$46.81
Change
-$0.73 (-1.54%)
Updated
Jul 15 closing price
Net Assets
32.29B
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ISTAX vs PMAQX

Header iconISTAX vs PMAQX Comparison
Open Charts ISTAX vs PMAQXBanner chart's image
ICON Equity Investor
Price$25.34
Change-$0.45 (-1.74%)
VolumeN/A
Net Assets49.47M
Principal MidCap R6
Price$46.81
Change-$0.73 (-1.54%)
VolumeN/A
Net Assets32.29B
ISTAX vs PMAQX Comparison Chart in %
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ISTAX vs. PMAQX commentary
Jul 17, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.3B vs. ISTAX (49.5M). ISTAX pays higher dividends than PMAQX: ISTAX (0.40) vs PMAQX (0.19). ISTAX was incepted earlier than PMAQX: ISTAX (19 years) vs PMAQX (9 years). ISTAX (1.44) is less costly to investors than PMAQX (0.59). ISTAX is a more actively managed with annual turnover of: 30.00 vs. PMAQX (10.50). 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 : 11.45 vs. ISTAX (0.06). PMAQX return over 5 years is better than : 56.61 vs. ISTAX (3.83).
ISTAXPMAQXISTAX / PMAQX
Total Expense Ratio1.440.59244%
Annual Report Gross Expense Ratio1.440.59244%
Fund Existence19 years9 years-
Gain YTD5.2656.52081%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets49.5M32.3B0%
Annual Yield % from dividends0.400.19211%
Returns for 1 year0.0611.451%
Returns for 3 years-2.5952.26-5%
Returns for 5 years3.8356.617%
Returns for 10 years26.99N/A-
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