Interact to see
Advertisement
Advertisement
PMZIX vs PMZPX
PMZIX vs PMZPX Comparison
Open Charts PMZIX vs PMZPX
PMZIX vs PMZPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMZIX vs. PMZPX commentary
Aug 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 PMZIX is a Hold and PMZPX is a Hold.
FUNDAMENTALS
Fundamentals
PMZIX (12.6B) and PMZPX (12.6B) have equal amount of cash in the bank . PMZIX (5.65) and PMZPX (5.58) have matching dividends . PMZIX was incepted earlier than PMZPX: PMZIX (14 years) vs PMZPX (14 years). PMZPX (1.78) is less costly to investors than PMZIX (1.68). PMZIX (1004.00) and PMZPX (1004.00) have comparable annual turnover. PMZIX (1000000) and PMZPX (1000000) have matching initial minimum investment requirements. PMZIX (3.89) and PMZPX (3.82) have marching annual gain over last year. PMZIX (15.59) and PMZPX (15.06) have equivalent 5 years return.
| PMZIX | PMZPX | PMZIX / PMZPX | |
| Total Expense Ratio | 1.68 | 1.78 | 94% |
| Annual Report Gross Expense Ratio | 1.68 | 1.78 | 94% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.674 | 0.650 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 12.6B | 100% |
| Annual Yield % from dividends | 5.65 | 5.58 | 101% |
| Returns for 1 year | 3.89 | 3.82 | 102% |
| Returns for 3 years | 20.98 | 20.66 | 102% |
| Returns for 5 years | 15.59 | 15.06 | 104% |
| Returns for 10 years | 41.19 | 39.84 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HRSCX | 25.07 | 0.25 | +1.01% |
| Carillon Eagle Small Cap Growth A | |||
| RNGAX | 71.30 | 0.60 | +0.85% |
| American Funds New Economy R-1 | |||
| LBDRX | 24.80 | 0.19 | +0.77% |
| BrandywineGLOBAL Div US Large Value R | |||
| JCSCX | 24.74 | N/A | N/A |
| Janus Henderson Small Cap Value C | |||
| FGSJX | 71.55 | N/A | N/A |
| Fidelity Advisor Growth Strategies I | |||