ISTAX
Price
$30.51
Change
-$0.23 (-0.75%)
Updated
Sep 16 closing price
Net Assets
52.08M
PMAQX
Price
$39.07
Change
-$0.32 (-0.81%)
Updated
Sep 16 closing price
Net Assets
20.98B
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ISTAX vs PMAQX

ISTAX vs PMAQX Comparison Chart in %
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ISTAX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 21B vs. ISTAX (52.1M). ISTAX pays higher dividends than PMAQX: ISTAX (0.49) vs PMAQX (0.00). ISTAX was incepted earlier than PMAQX: ISTAX (20 years) vs PMAQX (10 years). ISTAX (1.41) is less costly to investors than PMAQX (0.57). ISTAX is a more actively managed with annual turnover of: 23.00 vs. PMAQX (13.70). PMAQX has a lower initial minimum investment than ISTAX: PMAQX (0) vs ISTAX (1000). ISTAX annual gain was more profitable for investors over the last year : 12.08 vs. PMAQX (-17.61). PMAQX return over 5 years is better than : -6.50 vs. ISTAX (-19.90).
ISTAXPMAQXISTAX / PMAQX
Total Expense Ratio1.410.57247%
Annual Report Gross Expense Ratio1.410.57247%
Fund Existence20 years10 years-
Gain YTD20.260-8.203-247%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets52.1M21B0%
Annual Yield % from dividends0.490.00-
Returns for 1 year12.08-17.61-69%
Returns for 3 years19.2210.56182%
Returns for 5 years-19.90-6.50306%
Returns for 10 years73.87N/A-
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