INSAX
Price
$23.81
Change
+$0.38 (+1.62%)
Updated
Jul 3 closing price
Net Assets
16.98M
PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
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INSAX vs PMBCX

Header iconINSAX vs PMBCX Comparison
Open Charts INSAX vs PMBCXBanner chart's image
Catalyst Insider Buying A
Price$23.81
Change+$0.38 (+1.62%)
VolumeN/A
Net Assets16.98M
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
INSAX vs PMBCX Comparison Chart in %
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INSAX vs. PMBCX commentary
Jul 06, 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 StrongBuy and PMBCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. INSAX (17M). INSAX (0.00) and PMBCX (0.00) have matching dividends . INSAX was incepted earlier than PMBCX: INSAX (14 years) vs PMBCX (18 years). INSAX (2.24) is less costly to investors than PMBCX (1.75). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than INSAX: PMBCX (1000) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 14.42 vs. PMBCX (13.57). PMBCX return over 5 years is better than : 47.59 vs. INSAX (25.45).
INSAXPMBCXINSAX / PMBCX
Total Expense Ratio1.531.7587%
Annual Report Gross Expense Ratio2.241.75128%
Fund Existence14 years18 years-
Gain YTD13.8156.553211%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17M32.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.4213.57106%
Returns for 3 years104.9145.58230%
Returns for 5 years25.4547.5953%
Returns for 10 years57.7975.6776%
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