INSAX
Price
$22.51
Change
-$0.26 (-1.14%)
Updated
Jun 13 closing price
Net Assets
16.31M
PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
31.03B
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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$22.51
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets16.31M
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets31.03B
INSAX vs PMBMX Comparison Chart
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INSAX vs. PMBMX commentary
Jun 14, 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 Hold and PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31B vs. INSAX (16.3M). 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). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. INSAX (8.74). PMBMX return over 5 years is better than : 50.58 vs. INSAX (30.64).
INSAXPMBMXINSAX / PMBMX
Total Expense Ratio1.531.14134%
Annual Report Gross Expense Ratio2.241.14196%
Fund Existence14 years25 years-
Gain YTD7.6001.787425%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3M31B0%
Annual Yield % from dividends0.000.02-
Returns for 1 year8.749.7190%
Returns for 3 years109.9847.38232%
Returns for 5 years30.6450.5861%
Returns for 10 years46.6483.5456%
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