PEXMX
Price
$39.98
Change
+$0.30 (+0.76%)
Updated
Sep 11 closing price
Net Assets
1.14B
TRQZX
Price
$99.66
Change
+$0.86 (+0.87%)
Updated
Sep 11 closing price
Net Assets
21.07B
Interact to see
Advertisement

PEXMX vs TRQZX

PEXMX vs TRQZX Comparison Chart in %
View a ticker or compare two or three
VS
PEXMX vs. TRQZX commentary
Sep 13, 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 PEXMX is a Buy and TRQZX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 21.1B vs. PEXMX (1.14B). PEXMX pays higher dividends than TRQZX: PEXMX (0.82) vs TRQZX (0.71). PEXMX was incepted earlier than TRQZX: PEXMX (29 years) vs TRQZX (6 years). TRQZX (0.61) is less costly to investors than PEXMX (0.24). TRQZX is a more actively managed with annual turnover of: 31.50 vs. PEXMX (15.10). TRQZX has a lower initial minimum investment than PEXMX: TRQZX (0) vs PEXMX (2500). PEXMX annual gain was more profitable for investors over the last year : 9.54 vs. TRQZX (-5.76). PEXMX return over 5 years is better than : -1.65 vs. TRQZX (-22.12).
PEXMXTRQZXPEXMX / TRQZX
Total Expense Ratio0.240.00-
Annual Report Gross Expense Ratio0.240.6139%
Fund Existence29 years6 years-
Gain YTD13.1770.4882,699%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B21.1B5%
Annual Yield % from dividends0.820.71115%
Returns for 1 year9.54-5.76-166%
Returns for 3 years45.200.924,906%
Returns for 5 years-1.65-22.127%
Returns for 10 years76.36N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LADIX27.11N/A
N/A
ClearBridge Tactical Dividend Income I
JGEFX13.78N/A
N/A
JHancock Global Equity I
BLUEX38.76N/A
N/A
AMG Veritas Global Real Return I
ETILX62.68N/A
N/A
Eventide Gilead I
IGAAX50.75-0.16
-0.31%
American Funds Intl Gr and Inc A