INSAX
Price
$19.51
Change
+$0.15 (+0.77%)
Updated
Apr 17 closing price
Net Assets
13.99M
PMBJX
Price
$39.00
Change
+$0.15 (+0.39%)
Updated
Apr 17 closing price
Net Assets
28.35B
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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$19.51
Change+$0.15 (+0.77%)
VolumeN/A
Net Assets13.99M
Principal MidCap J
Price$39.00
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets28.35B
INSAX vs PMBJX Comparison Chart
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INSAX vs. PMBJX commentary
Apr 19, 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: 28.4B vs. INSAX (14M). 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 (0.82). 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 : 7.00 vs. INSAX (-3.08). PMBJX return over 5 years is better than : 60.33 vs. INSAX (15.99).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.82187%
Annual Report Gross Expense Ratio2.240.82273%
Fund Existence14 years24 years-
Gain YTD-6.740-4.435152%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets14M28.4B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year-3.087.00-44%
Returns for 3 years37.1018.40202%
Returns for 5 years15.9960.3327%
Returns for 10 years24.7475.9033%
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