PEXMX
Price
$40.23
Change
-$0.36 (-0.89%)
Updated
Jul 13 closing price
Net Assets
1.18B
TRQZX
Price
$102.06
Change
-$0.39 (-0.38%)
Updated
Jul 13 closing price
Net Assets
22.63B
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
Jul 14, 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: 22.6B vs. PEXMX (1.18B). PEXMX pays higher dividends than TRQZX: PEXMX (0.80) vs TRQZX (0.71). PEXMX was incepted earlier than TRQZX: PEXMX (28 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 : 20.59 vs. TRQZX (0.41). PEXMX return over 5 years is better than : 2.92 vs. TRQZX (-15.50).
PEXMXTRQZXPEXMX / TRQZX
Total Expense Ratio0.240.00-
Annual Report Gross Expense Ratio0.240.6139%
Fund Existence28 years6 years-
Gain YTD15.7734.201375%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.18B22.6B5%
Annual Yield % from dividends0.800.71113%
Returns for 1 year20.590.414,983%
Returns for 3 years44.831.722,607%
Returns for 5 years2.92-15.50-19%
Returns for 10 years81.07N/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 %
PAGEX18.47N/A
N/A
T. Rowe Price Global Real Estate Adv
EAEAX42.78N/A
N/A
Eaton Vance Tax-Managed Eq Aset Allc A
NBGUX31.38N/A
N/A
Neuberger Large Cap Growth Adv
VMVLX324.42N/A
N/A
Vanguard Mega Cap Value Index Instl
RPFCX74.43N/A
N/A
Davis Balanced Fund A