INSAX
Price
$22.96
Change
+$0.09 (+0.39%)
Updated
Jun 5 closing price
Net Assets
16.3M
PMBPX
Price
$44.73
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
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$22.96
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets16.3M
Principal MidCap R5
Price$44.73
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
INSAX vs PMBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
INSAX vs. PMBPX commentary
Jun 06, 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: 30.9B vs. INSAX (16.3M). 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 : 11.56 vs. PMBPX (10.51). PMBPX return over 5 years is better than : 46.06 vs. INSAX (33.90).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD9.3212.899322%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3M30.9B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year11.5610.51110%
Returns for 3 years86.6935.32245%
Returns for 5 years33.9046.0674%
Returns for 10 years50.3695.6153%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MSPRX23.25N/A
N/A
Morgan Stanley Inst Advantage C
RDEGX11.84N/A
N/A
American Funds Dvlpg Wld Gr&Inc R2E
PJFQX72.77N/A
N/A
PGIM Jennison Growth R6
FIKBX37.49N/A
N/A
Fidelity Advisor Financials Z
JEDTX17.18N/A
N/A
Janus Henderson Global Sust Eq D