INSAX
Price
$25.41
Change
+$0.53 (+2.13%)
Updated
Sep 8 closing price
Net Assets
17.65M
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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INSAX vs PEMGX

Header iconINSAX vs PEMGX Comparison
Open Charts INSAX vs PEMGXBanner chart's image
Catalyst Insider Buying A
Price$25.41
Change+$0.53 (+2.13%)
VolumeN/A
Net Assets17.65M
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
INSAX vs PEMGX Comparison Chart in %
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INSAX vs. PEMGX commentary
Sep 09, 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 PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. INSAX (17.6M). INSAX (0.00) and PEMGX (0.00) have matching dividends . INSAX was incepted earlier than PEMGX: INSAX (14 years) vs PEMGX (20 years). INSAX (2.24) is less costly to investors than PEMGX (0.91). INSAX is a more actively managed with annual turnover of: 183.00 vs. PEMGX (10.50). INSAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX has a lower initial minimum investment than INSAX: PEMGX (1000) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 29.38 vs. PEMGX (11.11). PEMGX return over 5 years is better than : 48.43 vs. INSAX (26.67).
INSAXPEMGXINSAX / PEMGX
Total Expense Ratio1.530.91168%
Annual Report Gross Expense Ratio2.240.91246%
Fund Existence14 years20 years-
Gain YTD21.4637.931271%
Front Load6%6%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.6M33B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year29.3811.11264%
Returns for 3 years81.8940.72201%
Returns for 5 years26.6748.4355%
Returns for 10 years77.94111.9870%
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