ISTAX
Price
$32.47
Change
+$0.64 (+2.01%)
Updated
Jun 2 closing price
Net Assets
56.37M
PMAQX
Price
$39.75
Change
-$0.23 (-0.58%)
Updated
Jun 2 closing price
Net Assets
24.56B
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ISTAX vs PMAQX

Header iconISTAX vs PMAQX Comparison
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ISTAX vs PMAQX Comparison Chart in %
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ISTAX vs. PMAQX commentary
Jun 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 24.6B vs. ISTAX (56.4M). 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 : 36.87 vs. PMAQX (-12.75). PMAQX return over 5 years is better than : 1.35 vs. ISTAX (-13.84).
ISTAXPMAQXISTAX / PMAQX
Total Expense Ratio1.410.57247%
Annual Report Gross Expense Ratio1.410.57247%
Fund Existence20 years10 years-
Gain YTD27.986-6.828-410%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets56.4M24.6B0%
Annual Yield % from dividends0.490.00-
Returns for 1 year36.87-12.75-289%
Returns for 3 years35.7517.30207%
Returns for 5 years-13.841.35-1,023%
Returns for 10 years83.91N/A-
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