INSAX
Price
$23.81
Change
+$0.38 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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$23.81
Change+$0.38 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
INSAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
INSAX vs. PMBPX commentary
Jul 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: 32.3B vs. INSAX (17M). 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). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. INSAX (14.42). PMBPX return over 5 years is better than : 59.60 vs. INSAX (25.45).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD13.8157.041196%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year14.4215.4194%
Returns for 3 years104.9152.39200%
Returns for 5 years25.4559.6043%
Returns for 10 years57.79104.4655%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
JFIN18.320.98
+5.65%
Jiayin Group
MODD0.730.03
+4.31%
Modular Medical
ADUS111.861.49
+1.35%
Addus HomeCare Corp
WF50.680.51
+1.02%
Woori Financial Group
NYMTM24.320.03
+0.13%
New York Mortgage Trust