INSAX
Price
$25.22
Change
-$0.28 (-1.10%)
Updated
Sep 16 closing price
Net Assets
18.16M
PMBJX
Price
$43.66
Change
-$0.15 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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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$25.22
Change-$0.28 (-1.10%)
VolumeN/A
Net Assets18.16M
Principal MidCap J
Price$43.66
Change-$0.15 (-0.34%)
VolumeN/A
Net Assets33.2B
INSAX vs PMBJX Comparison Chart in %
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INSAX vs. PMBJX commentary
Sep 18, 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: 33.2B vs. INSAX (18.2M). PMBJX pays higher dividends than INSAX: PMBJX (0.06) vs INSAX (0.00). INSAX was incepted earlier than PMBJX: INSAX (14 years) vs PMBJX (25 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). INSAX annual gain was more profitable for investors over the last year : 23.49 vs. PMBJX (6.30). PMBJX return over 5 years is better than : 46.56 vs. INSAX (30.04).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years25 years-
Gain YTD21.8937.351298%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets18.2M33.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year23.496.30373%
Returns for 3 years94.6647.90198%
Returns for 5 years30.0446.5665%
Returns for 10 years78.32110.9071%
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