ISTAX
Price
$24.65
Change
+$0.02 (+0.08%)
Updated
Dec 2 closing price
Net Assets
43.99M
PMAQX
Price
$45.32
Change
-$0.19 (-0.42%)
Updated
Dec 2 closing price
Net Assets
31.51B
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ISTAX vs PMAQX

Header iconISTAX vs PMAQX Comparison
Open Charts ISTAX vs PMAQXBanner chart's image
ICON Equity Investor
Price$24.65
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets43.99M
Principal MidCap R6
Price$45.32
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets31.51B
ISTAX vs PMAQX Comparison Chart in %
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ISTAX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.5B vs. ISTAX (44M). ISTAX pays higher dividends than PMAQX: ISTAX (0.40) vs PMAQX (0.19). ISTAX was incepted earlier than PMAQX: ISTAX (20 years) vs PMAQX (9 years). ISTAX (1.44) is less costly to investors than PMAQX (0.59). ISTAX is a more actively managed with annual turnover of: 30.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than ISTAX: PMAQX (0) vs ISTAX (1000). ISTAX annual gain was more profitable for investors over the last year : -5.96 vs. PMAQX (-7.63). PMAQX return over 5 years is better than : 29.11 vs. ISTAX (-17.81).
ISTAXPMAQXISTAX / PMAQX
Total Expense Ratio1.440.59244%
Annual Report Gross Expense Ratio1.440.59244%
Fund Existence20 years9 years-
Gain YTD1.1841.97260%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets44M31.5B0%
Annual Yield % from dividends0.400.19208%
Returns for 1 year-5.96-7.6378%
Returns for 3 years-1.8433.37-6%
Returns for 5 years-17.8129.11-61%
Returns for 10 years31.29N/A-
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