ISTAX
Price
$33.16
Change
+$0.12 (+0.36%)
Updated
Jun 22 closing price
Net Assets
58.49M
PMAQX
Price
$39.96
Change
-$0.41 (-1.02%)
Updated
Jun 22 closing price
Net Assets
23.7B
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ISTAX vs PMAQX

ISTAX vs PMAQX Comparison Chart in %
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ISTAX vs. PMAQX commentary
Jun 24, 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 Buy and PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 23.7B vs. ISTAX (58.5M). 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 : 39.74 vs. PMAQX (-11.84). PMAQX return over 5 years is better than : -0.25 vs. ISTAX (-11.44).
ISTAXPMAQXISTAX / PMAQX
Total Expense Ratio1.410.57247%
Annual Report Gross Expense Ratio1.410.57247%
Fund Existence20 years10 years-
Gain YTD30.233-5.919-511%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets58.5M23.7B0%
Annual Yield % from dividends0.490.00-
Returns for 1 year39.74-11.84-336%
Returns for 3 years35.8416.04224%
Returns for 5 years-11.44-0.254,491%
Returns for 10 years99.60N/A-
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