INSAX
Price
$24.96
Change
+$0.15 (+0.60%)
Updated
Aug 26 closing price
Net Assets
17.63M
PMBJX
Price
$43.89
Change
+$0.27 (+0.62%)
Updated
Aug 26 closing price
Net Assets
32.88B
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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$24.96
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets17.63M
Principal MidCap J
Price$43.89
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets32.88B
INSAX vs PMBJX Comparison Chart in %
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INSAX vs. PMBJX commentary
Aug 27, 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: 32.9B vs. INSAX (17.6M). 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 : 18.31 vs. PMBJX (7.58). PMBJX return over 5 years is better than : 43.38 vs. INSAX (20.55).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years25 years-
Gain YTD18.5956.886270%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.6M32.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year18.317.58241%
Returns for 3 years76.4640.75188%
Returns for 5 years20.5543.3847%
Returns for 10 years72.29105.7668%
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