INSAX
Price
$23.04
Change
-$3.27 (-12.43%)
Updated
Feb 3 closing price
Net Assets
17.72M
PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
Interact to see
Advertisement

INSAX vs PMBJX

Header iconINSAX vs PMBJX Comparison
Open Charts INSAX vs PMBJXBanner chart's image
Catalyst Insider Buying A
Price$23.04
Change-$3.27 (-12.43%)
VolumeN/A
Net Assets17.72M
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
INSAX vs PMBJX Comparison Chart in %
View a ticker or compare two or three
VS
INSAX vs. PMBJX commentary
Feb 05, 2026

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 PMBJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. INSAX (17.7M). INSAX (0.00) and PMBJX (0.00) have matching dividends . INSAX was incepted earlier than PMBJX: INSAX (15 years) vs PMBJX (25 years). INSAX (2.46) is less costly to investors than PMBJX (0.78). INSAX is a more actively managed with annual turnover of: 76.00 vs. PMBJX (13.70). 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 : 9.92 vs. PMBJX (-11.50). PMBJX return over 5 years is better than : 11.44 vs. INSAX (-7.51).
INSAXPMBJXINSAX / PMBJX
Total Expense Ratio1.530.78196%
Annual Report Gross Expense Ratio2.460.78315%
Fund Existence15 years25 years-
Gain YTD-4.557-2.953154%
Front Load6%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.7M30.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.92-11.50-86%
Returns for 3 years67.5620.26333%
Returns for 5 years-7.5111.44-66%
Returns for 10 years85.81114.8175%
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 %
RVRB36.10N/A
N/A
Reverb ETF
BSCT18.83-0.01
-0.05%
Invesco BulletShares 2029 Corp Bd ETF
GBAB15.23-0.02
-0.10%
Guggenheim Taxable Municipal
CBXY22.36-0.11
-0.51%
Calamos Bitcoin 90 Str Alt Prt ETF-July
WEBL22.40-2.46
-9.90%
Direxion Daily Dow Jones Int Bl 3X ETF