INSAX
Price
$19.51
Change
+$0.15 (+0.77%)
Updated
Apr 17 closing price
Net Assets
13.99M
PMBPX
Price
$41.52
Change
+$0.15 (+0.36%)
Updated
Apr 17 closing price
Net Assets
28.35B
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INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$19.51
Change+$0.15 (+0.77%)
VolumeN/A
Net Assets13.99M
Principal MidCap R5
Price$41.52
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets28.35B
INSAX vs PMBPX Comparison Chart
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INSAX vs. PMBPX commentary
Apr 19, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.4B vs. INSAX (14M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (24 years). INSAX (2.24) is less costly to investors than PMBPX (0.84). 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 : 7.10 vs. INSAX (-3.08). PMBPX return over 5 years is better than : 61.51 vs. INSAX (15.99).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.84182%
Annual Report Gross Expense Ratio2.240.84267%
Fund Existence14 years24 years-
Gain YTD-6.740-4.464151%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets14M28.4B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year-3.087.10-43%
Returns for 3 years37.1018.81197%
Returns for 5 years15.9961.5126%
Returns for 10 years24.7479.3531%
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