INSAX
Price
$23.03
Change
+$0.12 (+0.52%)
Updated
Nov 19 closing price
Net Assets
17.51M
PMBMX
Price
$40.47
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$23.03
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets17.51M
Principal MidCap R3
Price$40.47
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
INSAX vs PMBMX Comparison Chart in %
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INSAX vs. PMBMX commentary
Nov 20, 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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.8B vs. INSAX (17.5M). 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: 76.00 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 : 6.96 vs. PMBMX (-6.81). PMBMX return over 5 years is better than : 23.41 vs. INSAX (8.68).
INSAXPMBMXINSAX / PMBMX
Total Expense Ratio1.531.14134%
Annual Report Gross Expense Ratio2.241.14196%
Fund Existence14 years25 years-
Gain YTD9.512-0.906-1,050%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5M30.8B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year6.96-6.81-102%
Returns for 3 years70.2130.95227%
Returns for 5 years8.6823.4137%
Returns for 10 years63.0683.6275%
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