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IOLZX vs PEMGX
IOLZX vs PEMGX Comparison
Open Charts IOLZX vs PEMGX
ICON Equity Institutional
Price$29.37
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets50.22M
IOLZX vs PEMGX Comparison Chart in %
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IOLZX vs. PEMGX commentary
Sep 07, 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 IOLZX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. IOLZX (50.2M). IOLZX pays higher dividends than PEMGX: IOLZX (0.60) vs PEMGX (0.00). IOLZX was incepted earlier than PEMGX: IOLZX (21 years) vs PEMGX (20 years). IOLZX (1.19) is less costly to investors than PEMGX (0.91). IOLZX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.50). IOLZX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX (9.01) and IOLZX (8.77) have marching annual gain over last year. PEMGX return over 5 years is better than : 46.31 vs. IOLZX (6.46).
| IOLZX | PEMGX | IOLZX / PEMGX | |
| Total Expense Ratio | 1.19 | 0.91 | 131% |
| Annual Report Gross Expense Ratio | 1.19 | 0.91 | 131% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 11.546 | 6.969 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.2M | 33.1B | 0% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 8.77 | 9.01 | 97% |
| Returns for 3 years | -1.77 | 45.42 | -4% |
| Returns for 5 years | 6.46 | 46.31 | 14% |
| Returns for 10 years | 54.64 | 108.18 | 51% |
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