INSIX
Price
$23.70
Change
+$0.14 (+0.59%)
Updated
Nov 19 closing price
Net Assets
17.51M
PMBCX
Price
$34.60
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
30.83B
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INSIX vs PMBCX

Header iconINSIX vs PMBCX Comparison
Open Charts INSIX vs PMBCXBanner chart's image
Catalyst Insider Buying I
Price$23.70
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets17.51M
Principal MidCap C
Price$34.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.83B
INSIX vs PMBCX Comparison Chart in %
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INSIX vs. PMBCX commentary
Nov 20, 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 INSIX is a Hold and PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. INSIX (17.5M). INSIX (0.00) and PMBCX (0.00) have matching dividends . INSIX was incepted earlier than PMBCX: INSIX (11 years) vs PMBCX (19 years). INSIX (1.97) is less costly to investors than PMBCX (1.75). INSIX is a more actively managed with annual turnover of: 76.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than INSIX: PMBCX (1000) vs INSIX (2500). INSIX annual gain was more profitable for investors over the last year : 7.19 vs. PMBCX (-7.81). PMBCX return over 5 years is better than : 16.97 vs. INSIX (9.99).
INSIXPMBCXINSIX / PMBCX
Total Expense Ratio1.281.7573%
Annual Report Gross Expense Ratio1.971.75113%
Fund Existence11 years19 years-
Gain YTD9.735-1.396-697%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets17.5M30.8B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.19-7.81-92%
Returns for 3 years71.4726.92266%
Returns for 5 years9.9916.9759%
Returns for 10 years67.2165.60102%
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