INSCX
Price
$21.07
Change
-$0.25 (-1.17%)
Updated
Jun 13 closing price
Net Assets
16.13M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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INSCX vs PMBJX

Header iconINSCX vs PMBJX Comparison
Open Charts INSCX vs PMBJXBanner chart's image
Catalyst Insider Buying C
Price$21.07
Change-$0.25 (-1.17%)
VolumeN/A
Net Assets16.13M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
INSCX vs PMBJX Comparison Chart
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INSCX vs. PMBJX commentary
Jun 16, 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 INSCX is a Hold and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. INSCX (16.1M). PMBJX pays higher dividends than INSCX: PMBJX (0.06) vs INSCX (0.00). INSCX was incepted earlier than PMBJX: INSCX (14 years) vs PMBJX (24 years). INSCX (3.02) is less costly to investors than PMBJX (0.78). INSCX is a more actively managed with annual turnover of: 183.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than INSCX: PMBJX (1000) vs INSCX (2500). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. INSCX (7.89). PMBJX return over 5 years is better than : 53.13 vs. INSCX (25.79).
INSCXPMBJXINSCX / PMBJX
Total Expense Ratio2.280.78292%
Annual Report Gross Expense Ratio3.020.78387%
Fund Existence14 years24 years-
Gain YTD7.2261.960369%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets16.1M30.6B0%
Annual Yield % from dividends0.000.06-
Returns for 1 year7.8910.1278%
Returns for 3 years105.1648.96215%
Returns for 5 years25.7953.1349%
Returns for 10 years36.1188.9441%
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