INSAX
Price
$24.04
Change
+$0.09 (+0.38%)
Updated
Jul 25 closing price
Net Assets
17.06M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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INSAX vs PMBJX

Header iconINSAX vs PMBJX Comparison
Open Charts INSAX vs PMBJXBanner chart's image
Catalyst Insider Buying A
Price$24.04
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets17.06M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
INSAX vs PMBJX Comparison Chart in %
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INSAX vs. PMBJX commentary
Jul 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. INSAX (17.1M). PMBJX pays higher dividends than INSAX: PMBJX (0.06) vs INSAX (0.00). INSAX was incepted earlier than PMBJX: INSAX (14 years) vs PMBJX (24 years). INSAX (2.24) is less costly to investors than PMBJX (0.78). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSAX: PMBJX (1000) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 19.84 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. INSAX (24.62).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.240.78287%
Fund Existence14 years24 years-
Gain YTD14.9148.650172%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1M33.2B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year19.8413.47147%
Returns for 3 years94.6648.88194%
Returns for 5 years24.6255.0245%
Returns for 10 years58.26103.2656%
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