INSAX
Price
$21.55
Change
+$0.18 (+0.84%)
Updated
May 9 closing price
Net Assets
15.27M
PMBJX
Price
$41.50
Change
-$0.08 (-0.19%)
Updated
May 9 closing price
Net Assets
30.43B
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INSAX vs PMBJX

Header iconINSAX vs PMBJX Comparison
Open Charts INSAX vs PMBJXBanner chart's image
Catalyst Insider Buying A
Price$21.55
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets15.27M
Principal MidCap J
Price$41.50
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets30.43B
INSAX vs PMBJX Comparison Chart
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INSAX vs. PMBJX commentary
May 11, 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 INSAX is a Buy and PMBJX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.4B vs. INSAX (15.3M). PMBJX pays higher dividends than INSAX: PMBJX (0.06) vs INSAX (0.00). INSAX was incepted earlier than PMBJX: INSAX (14 years) vs PMBJX (24 years). INSAX (2.24) is less costly to investors than PMBJX (0.78). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSAX: PMBJX (1000) vs INSAX (2500). PMBJX annual gain was more profitable for investors over the last year : 8.69 vs. INSAX (2.54). PMBJX return over 5 years is better than : 64.77 vs. INSAX (22.75).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years24 years-
Gain YTD2.1511.887114%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets15.3M30.4B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year2.548.6929%
Returns for 3 years91.6641.37222%
Returns for 5 years22.7564.7735%
Returns for 10 years36.9989.5741%
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