INSAX
Price
$25.22
Change
-$0.28 (-1.10%)
Updated
Sep 16 closing price
Net Assets
18.16M
PMBPX
Price
$46.48
Change
-$0.16 (-0.34%)
Updated
Sep 16 closing price
Net Assets
33.2B
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$25.22
Change-$0.28 (-1.10%)
VolumeN/A
Net Assets18.16M
Principal MidCap R5
Price$46.48
Change-$0.16 (-0.34%)
VolumeN/A
Net Assets33.2B
INSAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
INSAX vs. PMBPX commentary
Sep 18, 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: 33.2B vs. INSAX (18.2M). 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 : 23.49 vs. PMBPX (6.42). PMBPX return over 5 years is better than : 47.70 vs. INSAX (30.04).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD21.8937.317299%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.2M33.2B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year23.496.42366%
Returns for 3 years94.6648.45195%
Returns for 5 years30.0447.7063%
Returns for 10 years78.32115.0468%
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 %
STMRF1.270.10
+8.97%
Stanmore Res Ltd
GVDNY85.390.04
+0.05%
Givaudan SA
LUCN5.37N/A
N/A
Lucent, Inc.
SSAAF5.88-0.02
-0.31%
SSab Swedish Steel AB
HVGDF0.07N/A
-5.02%
Harvest Gold Corp.