INSAX
Price
$24.26
Change
-$0.16 (-0.66%)
Updated
Aug 1 closing price
Net Assets
17.24M
PMBMX
Price
$43.01
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.26B
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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$24.26
Change-$0.16 (-0.66%)
VolumeN/A
Net Assets17.24M
Principal MidCap R3
Price$43.01
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.26B
INSAX vs PMBMX Comparison Chart in %
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INSAX vs. PMBMX 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 PMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. INSAX (17.2M). 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 : 19.51 vs. PMBMX (7.74). PMBMX return over 5 years is better than : 45.73 vs. INSAX (19.98).
INSAXPMBMXINSAX / PMBMX
Total Expense Ratio1.531.14134%
Annual Report Gross Expense Ratio2.241.14196%
Fund Existence14 years25 years-
Gain YTD15.9665.288302%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2M32.3B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.517.74252%
Returns for 3 years80.1036.35220%
Returns for 5 years19.9845.7344%
Returns for 10 years57.5388.2765%
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