INSAX
Price
$24.26
Change
-$0.16 (-0.66%)
Updated
Aug 1 closing price
Net Assets
17.24M
PMBJX
Price
$43.06
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.26B
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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$24.26
Change-$0.16 (-0.66%)
VolumeN/A
Net Assets17.24M
Principal MidCap J
Price$43.06
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.26B
INSAX vs PMBJX Comparison Chart in %
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INSAX vs. PMBJX commentary
Aug 04, 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 (17.2M). PMBJX pays higher dividends than INSAX: PMBJX (0.06) vs INSAX (0.00). INSAX was incepted earlier than PMBJX: INSAX (14 years) vs PMBJX (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 : 19.51 vs. PMBJX (8.15). PMBJX return over 5 years is better than : 48.21 vs. INSAX (19.98).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years24 years-
Gain YTD15.9665.513290%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2M32.3B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year19.518.15239%
Returns for 3 years80.1037.79212%
Returns for 5 years19.9848.2141%
Returns for 10 years57.5393.8661%
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