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EQTIX vs PMARX
EQTIX vs PMARX Comparison Chart in %
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EQTIX vs. PMARX commentary
Oct 18, 2025
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 EQTIX is a Hold and PMARX is a Hold.
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1B vs. PMARX (145M). PMARX pays higher dividends than EQTIX: PMARX (11.23) vs EQTIX (8.86). EQTIX was incepted earlier than PMARX: EQTIX (29 years) vs PMARX (15 years). PMARX (1.40) is less costly to investors than EQTIX (0.67). PMARX is a more actively managed with annual turnover of: 114.00 vs. EQTIX (74.00). EQTIX (1000) and PMARX (1000) have matching initial minimum investment requirements. PMARX annual gain was more profitable for investors over the last year : 9.06 vs. EQTIX (7.25). EQTIX return over 5 years is better than : 46.66 vs. PMARX (34.94).
| EQTIX | PMARX | EQTIX / PMARX | |
| Total Expense Ratio | 0.67 | 1.20 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.40 | 48% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 7.925 | 14.073 | 56% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 145M | 690% |
| Annual Yield % from dividends | 8.86 | 11.23 | 79% |
| Returns for 1 year | 7.25 | 9.06 | 80% |
| Returns for 3 years | 53.57 | 39.99 | 134% |
| Returns for 5 years | 46.66 | 34.94 | 134% |
| Returns for 10 years | 25.64 | 35.32 | 73% |
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