INSAX
Price
$23.81
Change
+$0.38 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$23.81
Change+$0.38 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
INSAX vs PMBJX Comparison Chart in %
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INSAX vs. PMBJX commentary
Jul 06, 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: 32.3B vs. INSAX (17M). 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 : 15.26 vs. INSAX (14.42). PMBJX return over 5 years is better than : 58.39 vs. INSAX (25.45).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years24 years-
Gain YTD13.8157.057196%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year14.4215.2694%
Returns for 3 years104.9151.79203%
Returns for 5 years25.4558.3944%
Returns for 10 years57.79100.4658%
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