INSAX
Price
$24.04
Change
+$0.09 (+0.38%)
Updated
Jul 25 closing price
Net Assets
17.06M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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INSAX vs PMBMX

Header iconINSAX vs PMBMX Comparison
Open Charts INSAX vs PMBMXBanner chart's image
Catalyst Insider Buying A
Price$24.04
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets17.06M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
INSAX vs PMBMX Comparison Chart in %
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INSAX vs. PMBMX 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 PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. INSAX (17.1M). PMBMX pays higher dividends than INSAX: PMBMX (0.02) vs INSAX (0.00). INSAX was incepted earlier than PMBMX: INSAX (14 years) vs PMBMX (25 years). INSAX (2.24) is less costly to investors than PMBMX (1.14). INSAX is a more actively managed with annual turnover of: 183.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than INSAX: PMBMX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 19.84 vs. PMBMX (13.04). PMBMX return over 5 years is better than : 52.44 vs. INSAX (24.62).
INSAXPMBMXINSAX / PMBMX
Total Expense Ratio1.531.14134%
Annual Report Gross Expense Ratio2.241.14196%
Fund Existence14 years25 years-
Gain YTD14.9148.421177%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.1M33.2B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.8413.04152%
Returns for 3 years94.6647.27200%
Returns for 5 years24.6252.4447%
Returns for 10 years58.2697.4260%
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