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ISTAX vs PEMGX
ISTAX vs PEMGX Comparison
Open Charts ISTAX vs PEMGX
ISTAX vs PEMGX Comparison Chart in %
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ISTAX vs. PEMGX commentary
Dec 04, 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 ISTAX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.5B vs. ISTAX (44M). ISTAX pays higher dividends than PEMGX: ISTAX (0.40) vs PEMGX (0.00). ISTAX was incepted earlier than PEMGX: ISTAX (20 years) vs PEMGX (20 years). ISTAX (1.44) is less costly to investors than PEMGX (0.91). ISTAX is a more actively managed with annual turnover of: 30.00 vs. PEMGX (10.50). ISTAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. ISTAX annual gain was more profitable for investors over the last year : -5.96 vs. PEMGX (-8.04). PEMGX return over 5 years is better than : 26.10 vs. ISTAX (-17.81).
| ISTAX | PEMGX | ISTAX / PEMGX | |
| Total Expense Ratio | 1.44 | 0.91 | 158% |
| Annual Report Gross Expense Ratio | 1.44 | 0.91 | 158% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 1.184 | 1.689 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 31.5B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -5.96 | -8.04 | 74% |
| Returns for 3 years | -1.84 | 31.57 | -6% |
| Returns for 5 years | -17.81 | 26.10 | -68% |
| Returns for 10 years | 31.29 | 93.59 | 33% |
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