INSAX
Price
$22.96
Change
+$0.09 (+0.39%)
Updated
Jun 5 closing price
Net Assets
16.3M
PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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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$22.96
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets16.3M
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
INSAX vs PMBJX Comparison Chart
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INSAX vs. PMBJX commentary
Jun 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: 30.9B vs. INSAX (16.3M). 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). INSAX annual gain was more profitable for investors over the last year : 11.56 vs. PMBJX (10.36). PMBJX return over 5 years is better than : 44.91 vs. INSAX (33.90).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years24 years-
Gain YTD9.3212.916320%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets16.3M30.9B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year11.5610.36112%
Returns for 3 years86.6934.83249%
Returns for 5 years33.9044.9175%
Returns for 10 years50.3691.7555%
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