INSAX
Price
$24.26
Change
-$0.16 (-0.66%)
Updated
Aug 1 closing price
Net Assets
17.24M
PMBPX
Price
$45.84
Change
-$0.51 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.26B
Interact to see
Advertisement

INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$24.26
Change-$0.16 (-0.66%)
VolumeN/A
Net Assets17.24M
Principal MidCap R5
Price$45.84
Change-$0.51 (-1.10%)
VolumeN/A
Net Assets32.26B
INSAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
INSAX vs. PMBPX 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 PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. INSAX (17.2M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (25 years). INSAX (2.24) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 19.51 vs. PMBPX (8.28). PMBPX return over 5 years is better than : 49.38 vs. INSAX (19.98).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD15.9665.476292%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year19.518.28236%
Returns for 3 years80.1038.29209%
Returns for 5 years19.9849.3840%
Returns for 10 years57.5397.6759%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
XLM.X0.3992070.032050
+8.73%
Stellar cryptocurrency
SYS.X0.0412970.001624
+4.09%
Syscoin cryptocurrency
1INCH.X0.2509460.008527
+3.52%
1inch Network cryptocurrency
XVS.X5.8474150.157486
+2.77%
Venus cryptocurrency
LTO.X0.013876-0.001518
-9.86%
LTO Network cryptocurrency