GIUIX
Price
$33.87
Change
+$3.01 (+9.75%)
Updated
Apr 9 closing price
Net Assets
61.7M
PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
26.39B
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GIUIX vs PMBPX

Header iconGIUIX vs PMBPX Comparison
Open Charts GIUIX vs PMBPXBanner chart's image
NAA Mid Growth Institutional
Price$33.87
Change+$3.01 (+9.75%)
VolumeN/A
Net Assets61.7M
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets26.39B
GIUIX vs PMBPX Comparison Chart
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GIUIX vs. PMBPX commentary
Apr 11, 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 GIUIX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 26.4B vs. GIUIX (61.7M). GIUIX pays higher dividends than PMBPX: GIUIX (3.02) vs PMBPX (0.01). GIUIX was incepted earlier than PMBPX: GIUIX (13 years) vs PMBPX (24 years). GIUIX (1.26) is less costly to investors than PMBPX (0.84). GIUIX is a more actively managed with annual turnover of: 82.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than GIUIX: PMBPX (0) vs GIUIX (2000000). PMBPX annual gain was more profitable for investors over the last year : -4.70 vs. GIUIX (-11.39). PMBPX return over 5 years is better than : 53.18 vs. GIUIX (-4.80).
GIUIXPMBPXGIUIX / PMBPX
Total Expense Ratio1.260.84150%
Annual Report Gross Expense Ratio1.260.84150%
Fund Existence13 years24 years-
Gain YTD-16.909-10.515161%
Front LoadN/AN/A-
Min. Initial Investment20000000-
Min. Initial Investment IRAN/AN/A-
Net Assets61.7M26.4B0%
Annual Yield % from dividends3.020.0137,451%
Returns for 1 year-11.39-4.70243%
Returns for 3 years-24.368.43-289%
Returns for 5 years-4.8053.18-9%
Returns for 10 years-26.7466.84-40%
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