INSAX
Price
$24.96
Change
+$0.15 (+0.60%)
Updated
Aug 26 closing price
Net Assets
17.63M
PMBPX
Price
$46.72
Change
+$0.28 (+0.60%)
Updated
Aug 26 closing price
Net Assets
32.88B
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$24.96
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets17.63M
Principal MidCap R5
Price$46.72
Change+$0.28 (+0.60%)
VolumeN/A
Net Assets32.88B
INSAX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
INSAX vs. PMBPX commentary
Aug 27, 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: 32.9B vs. INSAX (17.6M). 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 : 18.31 vs. PMBPX (7.73). PMBPX return over 5 years is better than : 44.55 vs. INSAX (20.55).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD18.5956.857271%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.6M32.9B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year18.317.73237%
Returns for 3 years76.4641.25185%
Returns for 5 years20.5544.5546%
Returns for 10 years72.29109.7966%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DIA454.491.42
+0.31%
SPDR® Dow Jones Industrial Avrg ETF Tr
PCRB48.940.02
+0.04%
Putnam ESG Core Bond ETF
LFAL137.87N/A
N/A
LifeX 2053 Longevity Income ETF
DISO13.57-0.01
-0.10%
YieldMax DIS Option Income Strategy ETF
EHI6.57-0.03
-0.45%
Western Asset Global High Income Fund