INSAX
Price
$25.82
Change
-$0.44 (-1.68%)
Updated
Sep 12 closing price
Net Assets
18.16M
PMBMX
Price
$43.81
Change
-$0.46 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
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INSAX vs PMBMX

Header iconINSAX vs PMBMX Comparison
Open Charts INSAX vs PMBMXBanner chart's image
Catalyst Insider Buying A
Price$25.82
Change-$0.44 (-1.68%)
VolumeN/A
Net Assets18.16M
Principal MidCap R3
Price$43.81
Change-$0.46 (-1.04%)
VolumeN/A
Net Assets32.91B
INSAX vs PMBMX Comparison Chart in %
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INSAX vs. PMBMX commentary
Sep 13, 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.9B vs. INSAX (18.2M). PMBMX pays higher dividends than INSAX: PMBMX (0.02) vs INSAX (0.00). INSAX was incepted earlier than PMBMX: INSAX (14 years) vs PMBMX (25 years). INSAX (2.24) is less costly to investors than PMBMX (1.14). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than INSAX: PMBMX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 28.92 vs. PMBMX (9.17). PMBMX return over 5 years is better than : 48.49 vs. INSAX (35.29).
INSAXPMBMXINSAX / PMBMX
Total Expense Ratio1.531.14134%
Annual Report Gross Expense Ratio2.241.14196%
Fund Existence14 years25 years-
Gain YTD25.5268.372305%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.2M32.9B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year28.929.17315%
Returns for 3 years95.6844.75214%
Returns for 5 years35.2948.4973%
Returns for 10 years83.12105.7679%
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