INSAX
Price
$25.96
Change
-$0.64 (-2.41%)
Updated
Oct 7 closing price
Net Assets
18.92M
PMBPX
Price
$45.52
Change
-$0.32 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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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$25.96
Change-$0.64 (-2.41%)
VolumeN/A
Net Assets18.92M
Principal MidCap R5
Price$45.52
Change-$0.32 (-0.70%)
VolumeN/A
Net Assets33.08B
INSAX vs PMBPX Comparison Chart in %
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INSAX vs. PMBPX commentary
Oct 08, 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 Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.1B vs. INSAX (18.9M). 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 : 27.09 vs. PMBPX (4.31). PMBPX return over 5 years is better than : 40.37 vs. INSAX (24.47).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD27.1515.476496%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9M33.1B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year27.094.31629%
Returns for 3 years109.6154.83200%
Returns for 5 years24.4740.3761%
Returns for 10 years89.59109.4382%
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